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.

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





Discover a Tailored Solution curated for your needs
Offering Portfolio Personalization, Seamless Integration Capability & Transparent Reporting
Smartly engineered to deliver ROI for clients with...

SWIFT
Rapid deployment of our advisory platform via SaaS or by
utilizing Wealthdoor's extensive
API library

SUPERIOR
Comprehensive investing workflows designed for personalized User experience
for the end investor

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

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.

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.

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


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
