Wealth Elite
Org. type
Pvt. Ltd.
Founders
Wealth Elite
Founded in
10
Category
product
About
Wealth Elite is an Artificial Intelligence-based WHITE LABELLED Multi Assets SaaS platform for India’s Top Financial Advisors equipped with digital client lifecycle management (CLM) solution, Powerful Portfolio Reporting & Re-Balancing, Business Intelligence, Online Transactions, Goal GPS, Video KYC, Financial Planning, Research. The services can be extended to the ROBO-ADVISOR solution which can automate a big part of advisory services like Paperless Video KYC based onboarding, Model portfolio-based investment & Goal-Based Tracking.
Funding details
Industry
Service /Product types
City
Indore
Website
