Show Your Clients They've Invested Right

Intuitive Web-Based Software for Financial Professionals to Build Meaningful Relationships with their Clients

Improve Your Current Operations with our Modular Platform

benefits of product

Effortless Client Onboarding

Streamline your internal workflow to deliver a better initial client experience

benefits of product

Simple Visualizations

Advisor and client views that are easy to understand and that facilitate decision making

benefits of product

Portfolio Analytics

Identify and proactively manage potential risk within your global portfolios using our AI predictive algorithms


Enhance Your Client Relationships

Building meaningful relationships with your clients is the key to a successful career as a financial professional. Communicate the power of your brand and your investment plans with your clients using our modular platform.

  • Transparent and Automated Client Onboarding
  • Complete End-to-End 256 bit Bank Level Security
  • Upload and Backtest Your Portfolio Allocation Models
  • Visualize your Global Portfolios and Client Portfolios

People Who Are Building This Awesome Product

Team Member

Mike's experience as a trader inspired him to start WealthTab. His goal is to build better digital experiences for financial professionals and their clients.

Micheal Blicker

Team Member

James St-Pierre is a Full-Stack Developer of WealthTab. His diverse background in programming and graphic design adds a creative perspective to every challenge that the team takes on.

James St-Pierre

Full-Stack Developer
Team Member

James Iacuessa is the lead UI/UX designer at WealthTab. He brings a unique approach to the fintech industry with his years of design experience in a B2B context.

James Iacuessa

UI/UX Designer
Team Member

Vince is responsible for Marketing at WealthTab. In addition to creating engaging content and building awesome marketing templates, he enjoys experimenting with his investment portfolios.

Vincent Fortin

Marketing Analyst
Team Member

Lara is a Data Scientist at Wealthtab. Her passion for the Finance Industry as led her to create a predictive algorithms for the market.

Lara Goxhaj

Data Science
Team Member

Zeeshan has an extensive track record of building HTML5 Hybrid mobile apps and Native apps. He is responsible for WealthTab's client onboarding intiatives.

Zeeshan Hanif

Full-Stack Developer