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Empowering                        with Digital WealthTech

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 A Smart Gateway to Wealth with B2B Robo-Advisory Platform

Software-as-a-Service & Single-Tenant Platform

Democratizing Investing with WealthTech Integration

Wealthdoor provides an intuitive, fully integrated B2B Robo-Advisory platform designed to streamline wealth management processes. By automating key workflows, our platform empowers financial institutions and their advisors to focus on what truly matters—cultivating stronger client relationships and delivering superior financial outcomes.

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Building Blocks

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A Digital Wealth Specialist

B2B Robo-advisory platform (SaaS and Single Tenant models) designed for financial institutions & large enterprises - enabling them to deliver seamless, personalized investing experience for their customers

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Tailored for

Banks, Credit Unions, RIAs, Wealth Management Firms, and their financial advisors.

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Markets Served

United States of America (USA), MENA,

India

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Unlocking value

Goal based investment portfolios to grow wealth with workflows designed to facilitate micro-investing towards financial goals.

Wealthdoor Tech

Who We Are

End-to-End
Robo-Advisory Platform

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Discover a Tailored Solution curated for your needs

Offering Portfolio Personalization, Seamless Integration Capability & Transparent Reporting

Smartly engineered to deliver ROI for clients with...

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SWIFT

Rapid deployment of our advisory platform via SaaS or by

utilizing Wealthdoor's extensive

API library

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SUPERIOR

Comprehensive investing workflows designed for personalized User experience

for the end investor

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SCALABLE

Cost-effective SaaS solutions enabling advisors to implement a white-labelled platform, providing investing opportunities

Our Products

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B2B Robo-Advisory SaaS products

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Extensive

API Library

Portfolio Builder with Thematic & Personalized Model Portfolios

Dashboards for

Advisors & Investors

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Wealthdoor

CONNECT

A Ready-to-launch SaaS-based Robo-advisor offering a customizable platform with integrated KYC, Onboarding and tools for goal-based investing, risk profiling, and financial planning. Designed to scale businesses and manage assets efficiently.

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Wealthdoor

TRANSACT

A premium version of Connect, offering all its features along with seamless order execution through a fully automated workflow. Includes features for End Investor onboarding, Multi-goal Financial Planning, Automatic Funding, investment, and Rebalancing into Model Portfolios. The platform allows for trade executions when integrated with broker/custodian APIs.

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Wealthdoor

BUILD

A fully branded, Robo-Advisory tech stack fully customized to deliver customized investment strategies and automated order execution. An extensive aggregation of Investment APIs to Customize Strategies and Digital Workflows as per the partner's requirement.

Meticulously developed through extensive research & advanced analytics, Our Model Portfolios offer personalized investment solutions. The technology architecture is engineered for scalability, control, and transparent reporting.

Wealthdoor

MODEL

PORTFOLIOS

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What our clients say

"The white-labeled robo-advisory platform has been a game-changer for our firm. It allowed us to offer personalized investment solutions while maintaining our brand identity."

- RIA based out of Seattle, US

"Wealthdoor has transformed our advisory business. The platform’s automation and customization capabilities have significantly boosted our efficiency and client satisfaction."

- Wealth Manager, based out of Dubai, UAE

Bridging the gap between Technology & Advisory for Smarter Wealth Strategies

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