Company Performance Metrics
WealthDash provides AI-powered financial advice tools and services for clients of financial advice firms. The company builds online advice paths that support financial education and help advisers deliver guidance more efficiently. WealthDash focuses on making financial advice accessible in contexts such as the workplace and estate planning. It also
offers a range of estate-planning legal services, including wills, trusts, inheritance tax planning, and lasting powers of attorney, typically delivered to clients of its sister firm Altor Wealth Management. These services are designed to document clients’ wishes, structure asset protection, and enable trusted attorneys to act when individuals cannot manage their own affairs. WealthDash combines technology-driven advice journeys with adviser-supported legal documentation to address personal financial and estate-planning needs.