WealthTech
New York · Founded 2016
About WealthTech
WealthTech is a founder funded digital finance company with deep financial services industry experience, whose principals have successfully developed, deployed and scaled groundbreaking technologies across multiple businesses and financial service sectors. WealthTech has developed innovative technology enabling the creation and operation of dynamic financial planning strategies which are significantly more flexible and powerful than existing planning technologies. WealthTech’s fGPS financial goal positioning system is the first scalable, hyper-customizable implementation of this technology enabling the provision of advisor assisted or fully automated turn-by-turn guidance, encompassing all aspects of financial decisions from strategic goal formulation and prioritization, ongoing budget and expense management, balance sheet and liquidity management, credit and financing decisions, to investment allocations and risk management. WealthTech’s fGPS platform reshapes the personal finance industry by allowing its partners to massively expand their capabilities and reach.
Company Facts
- Founded: 2016
- Legal name: Wealth Technologies, Inc.
- Operating status: Closed
- Company type: For Profit
- IPO status: Private
- Employees: 1 – 10
- Estimated revenue: $1K – $10K
- Funding stage: M&A
- Last round: Series Unknown (Feb 2020)
- Website: wealthtech.com
- Phone: [email protected]
Social Profiles
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