A Dedicated Wealth Management Tool to Help Serve Your Clients

Every day we speak with independent Investment Advisors looking for a portfolio management solution that will help them compete with robo-advisors.
Today anyone can use Wordpress to launch a website. With Wealthbot.io, we make it easy for qualified individuals to launch their own virtual investment advising firm.

Our Vision

People-First

We built our product to help RIA's who cannot afford traditionally wealth management solutions. We put a focus on being able to not only improve client service by automated time intensive tasks but also grow your RIA by now being able to take on more clients.

Product-Driven

We are very proud of Welathbot, also known as "Webo." We have spent years building a solution that not only works, but has a fantastic look and feel. Webo will scale with your client base. Ten  portfolios or a thousand portfolios, our technology does the work for you as your business grows.