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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 Platforms

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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B2B Robo-Advisory Platform

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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
Offering Portfolio Personalization, Seamless Integration Capability & Transparent Reporting

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Our platform is engineered to ensure strong ROI for clients through the following avenues:

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  • Faster: Rapid deployment of our advisory platform via SaaS or by utilizing our extensive API library.

  • Better: Comprehensive investing workflows crafted for a personalized user experience, enhancing engagement for end investors.

  • Cheaper: Cost-effective SaaS solutions enabling advisors to implement a white-labeled platform, providing scalable investing opportunities for their customers.

Our Products

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 CONNECT

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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 TRANSACT

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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.

Wealthdoor BUILD

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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

Trusted Partners

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