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Wealthype Logo
Wealthype Growth Score
85
CB Rank
850480
Heat Score
58
Wealthype is a WealthTech firm using AI to help financial advisors and banks optimize client solutions and commercial negotiations.
Founded
obfuscation
Private Milano, Lombardia, Italy11-50 wealthype.ai
Artificial Intelligence (AI)
Information Technology
Software
Overview

Wealthype
Growth Score
85
Heat Score
58

Growth Score85
-4 pts
in past quarter
Heat Score 58
-20 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 Wealthype

CB Rank
850480
Wealthype is a WealthTech firm using AI to help financial advisors and banks optimize client solutions and commercial negotiations.
Founded
obfuscation
Private Milano, Lombardia, Italy11-50 wealthype.ai
Artificial Intelligence (AI)
Information Technology
Software

Details

Legal Name Wealthype, Inc.
Operating Status Active
Company Type For Profit
About the Company

Wealthype is a WealthTech company that develops tailored products for financial advisors and banks. The company uses artificial intelligence to optimize commercial negotiations and provide clients with optimal financial solutions. Wealthype's platform, Plan.ai, goes beyond simple data collection to create customized solutions for advisors,

enhancing their strategic capabilities.

Phone Number +39 02 3674 0000
Contact Email info@wealthype.it
Predictions & Insights

Growth Prediction

See this Growth Prediction

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50
News
Technology
View Tech Report

Monthly Web Visits

125

IT Spend

$113.1KThis year, Wealthype is projected to spend $113.1K on IT, according to Aberdeen.

Active Website Tech Count

52Wealthype is actively using 52 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  Viewport Meta.

Total IP

1Wealthype has 1 registered patent in the 'Computing; Calculating' category, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Wealthype's headquarters? Wealthype is located in Milano, Lombardia, Italy.Who are Wealthype's competitors? Alternatives and possible competitors to Wealthype may include Envestnet, Vestmark, and  WealthAI.
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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