US United States
SEC
Registered Investment Adviser
- Regulator
- U.S. Securities and Exchange Commission
- Standard of care
- Fiduciary
- Held by
- The operating advisory entity
Private wealth · Goal-based investing · Enterprise wealthtech infrastructure
Specialized advisory practices. Governed by one institutional standard.
We build and operate directly regulated wealth management firms. Each practice delivers cross-border structuring and multi-jurisdictional financial planning for complex global lives.
Core principle
Structured around your real-world goals, not standardized industry benchmarks.
Regulation is the product architecture — not a disclosure at the bottom of the page.
Each practice carries its own registration, its own regulator and its own audit trail — built into the architecture, not attached to it afterward.
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Registrations
- United StatesSEC — Registered Investment Adviser
- IndiaSEBI — Registered Investment Adviser
Directly regulated
Each Wealthdoor practice is registered in its own right with the regulator of the market it serves. Advice, custody arrangements and record-keeping sit inside the regulated entity, so accountability has a name and a registration number behind it.
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Governance cycle
- Applies toAdvice, allocation, reporting, escalation
- ReviewedOn a fixed committee cycle
One governance standard
Investment policy, suitability review, conflict management and surveillance are written once at group level and applied locally. A client in Mumbai and a client in New York are served by different licences under identical controls.
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Coverage
- CoverageUnited States · India
- RecourseLocal, in the client’s own jurisdiction
Locally licensed
Cross-border families are served by an entity that is licensed where they live and where their money is. Tax residency, repatriation limits and reporting obligations are handled by people who answer to that market’s regulator.
The shape of the group
- 0Jurisdictions
United States · India - 0Direct registrations
SEC · SEBI - 0Advisory practices
Private · Goal · Platform - 0Governance standard
Applied group-wide
Our practices
Independent advisory practices built for distinct financial goals.
Who we are
Institutional strength, personal focus.
We built our foundation creating enterprise software for banks and wealth managers. Now, we use those same tools to advise our clients directly, giving you institutional sophistication with personal attention.
Institutional software
Wealth systems written to the standards of the institutions that had to run them.
Technology
Portfolio, risk and reporting engines — the parts nobody sees and everyone depends on.
Infrastructure
Custody, banking and compliance connections, operated rather than outsourced.
Direct advisory
Regulated firms giving advice in their own name, on the infrastructure we already ran.
Global Wealthdoor Group
One standard holding the practices together across markets.
Regulatory credentials
Directly regulated in every market we serve.
Contact
Tell us what you are trying to solve.
A short note is enough. It reaches the practice that can answer it, not a queue.
- Private wealthThe Wealth Door
- Goal-based investingNestvest
- Enterprise infrastructureWealthdoor Platform
Build with us. We are always looking to connect with exceptional advisors, engineers, and builders — while we do not have any open positions right now, we welcome you to introduce yourself for future opportunities. Use the form and select Careers in the topic menu to send our team a note.