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
- 2023
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.mywealthmaster.com
Wealthmaster Questions
Wealthmaster's website is http://www.mywealthmaster.com
Wealthmaster's LinkedIn profile is https://www.linkedin.com/company/my-wealthmaster
Wealthmaster's industry is
Financial Services
Wealthmaster's categories are Financial Services
Wealthmaster's founding year is 2023
