About Us
We Provide Consolidation, Analytics And Reporting That Fuels The Wealthtech Industry
Our journey so far...
Our Wealthtech offering was conceptualized in 2019. It was an ideation from experts in the banking, finance and technology industry. Wealthbrain is a cloud-based portfolio management system that helps in the consolidation, analytics, and wealth reporting of financial and lifestyle investments on a single platform. Wealthbrain empowers wealth management companies, wealth managers, family offices, and high net worth individuals. We are connected with global private banks, custodians & investment firms across geographies and jurisdictions.
The Wealthbrain platform automates your entire investment portfolio. It transforms massive portfolio data into insightful analytics. Thus providing a holistic view of the portfolio as well as customized reporting of individual asset classes.
This helps to have an overview of the portfolio and make informed decisions at the right time.
Our mission
Our mission as a wealth tech portfolio management system is to provide the highest level of the customer experience through the digitalization and democratization of technology in the wealth management sector
Our vision
Our vision is to continuously innovate to offer best-in-class wealth tech features for portfolio management. Be the one-stop solution for the wealth management sector, Empowering the client segments we cater to
Meet our amazing team
The faces behind our success
Meet our passionate team who aims to achieve high in what they set their mind on and take pride in what they work on.
Your dream. Our mission.
We believe in hard work and dedication
Integrity
We abide by the quality of honesty and integrity. We never compromise on our client’s trust.
Innovation
As a cloud-based portfolio management system, we are constantly innovating to create a one-stop solution for the wealth management industry.
Hard work
We believe that continuous hard work combined with smart work enables us to achieve the best results in a disciplined manner. We ensure to work hard to
Commitment
We are consistent with our commitments and try to deliver ahead of our commitments.
Passion
Passion is the spark that drives us forward to achieve the best at what we do. We work towards automating the wealth tech industry.
Simplicity
We believe that simplicity promotes better outcomes and reduces confusion. Thus we have made the Wealthbrain dashboard simple and easy to navigate.
We would be delighted to speak to you.