Wealth Tech
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Published date: November 1, 2023
- Location: New York City, New York, United States
Wealth Tech is digital finance company based in New York with deep financial services industry experience, whose principals have successfully developed, deployed and scaled groundbreaking technologies across multiple businesses and financial service sectors. WealthTech has developed innovative technology enabling the creation and operation of dynamic. Financial planning strategies which are significantly more flexible and powerful than existing planning technologies. Wealth Tech financial goal positioning system is the first scalable, hyper-customizable implementation of this technology enabling the provision of advisor assisted or fully automated turn-by-turn guidance, encompassing all aspects of financial decisions from strategic goal formulation and prioritization, ongoing budget and expense management, balance sheet and liquidity management, credit and financing decisions, to investment allocations and risk management.
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