Wealthype > Company



Wealthype is a WealthTech firm that helps financial advisors and banks provide their clients with optimal financial solutions.

Using AI, we enable financial advisors and other channels for financial and insurance products to make informed decisions for their clients.

Our Vision

Wealthype is striving to revolutionize the wealth management industry by providing a personalized and holistic advisory service that prioritizes the well-being of clients.

Our cutting-edge solutions let financial advisors tap into the power of AI to up their game and give top-notch, 360-degree guidance on every aspect of their clients’ lives

Would you like to gain a better understanding of how the Wealthype platform can assist you?
Check out our use cases.

Private Bank with Financial Advisors

Retail Bank with multi distribution channels

Insurance products

Convert prospects and qualify leads

Have a question?
Our team is happy
to assist you

Ask about Wealthype products, pricing, implementation, or anything else. Our highly trained reps are standing by, ready to help.