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wealthbot.io Logo
wealthbot.io CB Rank
598850
Heat Score
71
Open Source Wealth Management Platform
Founded
obfuscation
Private Brooklyn, New York, United States1-10 wealthbot.io/
Financial Services
FinTech
Wealth Management
Overview

wealthbot.io
Heat Score
71

Growth Score
pts
in past quarter
Heat Score 71
3 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About wealthbot.io

CB Rank
598850
Open Source Wealth Management Platform
Founded
obfuscation
Private Brooklyn, New York, United States1-10 wealthbot.io/
Financial Services
FinTech
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Gene Kobilansky, Vlad Kobilansky
About the Company

Wealthbot is an open-source wealth management platform that enables registered investment advisers to serve average investors. It provides relevant services for investment advisors and wealth management firms of all sizes. The platform also reduces the financial obstacles for investment advisers associated with serving the mass affluent. Wealthbot

is customizable and completely owned by its users.

Contact Email hi@wealthbot.io
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Automated Customer Onboarding
A system that automates the process of onboarding new clients to save time and streamline client intake.
Automated Rebalancing
A platform feature that automatically adjusts client portfolios to maintain alignment with their risk tolerance.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 2

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

157
-42.49%
 in past month

IT Spend

$87KThis year, wealthbot.io is projected to spend $87K on IT, according to Aberdeen.

Actively Used Products

12wealthbot.io uses 12 technology products and services including HTML5, Sumo, and  Apache Server, according to G2 Stack.

Active Website Tech Count

11wealthbot.io is actively using 11 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  Mobile Non Scaleable Content.
Sub-Organizations
Frequently Asked Questions

Where is wealthbot.io's headquarters? wealthbot.io is located in Brooklyn, New York, United States.Who are wealthbot.io's competitors? Alternatives and possible competitors to wealthbot.io may include Envestnet, RightCapital, and  Advyzon.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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