Wealthmaster

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WealthMaster is an open finance platform that gives retail investors a connected view of their net worth and provides them with various automated tools to grow their wealth. In less than 20 single clicks our users will be able to connect all their bank and investment accounts, debt liabilities, physical assets and news feeds into one integrated dashboard providing them with a real-time view of their net worth. Our AI engine helps our users to optimise their investment portfolios, providing them with personalised insights (interest/dividend income, management/trading fees and more!), tax liability calculations, personalised nudges, product matching and automated portfolio construction/rebalancing regardless of which trading platforms they have connected to their WealthMaster account.

Company Details

Founded
-
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
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