this is not your grandma’s wealth management framework


We can provide the right fit of services for investment advisors and wealth management firms of all sizes.

wealthbot.ioown your wealth management solution

Let’s face it, installing any financial software is not exactly plug-and-play. We need to do some obvious things, like ensure data security and integrity, make sure the document flow is exactly as you want it, work out all the details with your custodian and get you up and running to service your clients.

This sounds expensive … but it doesn’t have to be. Our fee structure is based on a simple hourly rate calculation. The other guys will charge you a percent of your AUM and your costs grow as your business grows. You could end up paying millions a year!

With, you own everything. Once the platform is installed, the only person you pay is yourself.

wealthbotsolo for bootstrappers and entrepreneurs


wealthbotvault for firms with a limited budget


Company branding

Automated onboarding

Client portal

Custom risk questionnaires

Get Started

wealthbotenterprise for established firms


All the features of vaults, plus:

Custodian Integrations

Automated Rebalancing

Enterprise Architecture



We offer two tiers of SLA for support:

  • 24-48 hour email support on a per hour basis at a cost of $175/hr
  • Same day service at a retainer cost of $2500 per month plus $175/hr

Work with

We are currently working on new module development, API integrations, and technical writing. If you are PHP developer who is comfortable with a terminal and a text editor, we’ll help you to supplement your income. Whatever your speciality is we’d love to hear from you.