Wealthcome
France · Fintech · Enterprise software
Wealthcome provides financial advisers with software to aggregate client assets, automate compliance and manage client relationships and advisory workflows.
A connected workspace for wealth advisers
WealthPro is designed for independent wealth advisers, brokers, family offices and financial institutions. It aggregates managed and non-managed client assets, organizes client and household records, and brings regulatory compliance workflows into the same workspace. Advisers can use the platform to track relationships, prepare reports and coordinate the administration that surrounds investment recommendations.
A broader suite around the advisory workflow
Wealthcome’s product ecosystem includes WealthLab for tax, succession, retirement and real-estate simulations; WealthTreet for portfolio management; and WealthConnect, a client-facing app for viewing assets and advice. WealthOne is positioned to connect existing tools through APIs. The company is also adding Binom, an AI assistant integrated with WealthPro to collect information, transcribe meetings and complete KYC records. Together, the products aim to help advisory firms centralize data and automate routine work while keeping advisers in control of client recommendations.
- Core product
- WealthPro adviser software
- Client data
- Real-time aggregation of managed and non-managed assets
- Workflow tools
- Compliance, reporting and relationship management
- Headquarters
- Pessac, France
Funding history
1 round · 1 with disclosed amounts| Announced | Round | Amount | Investors |
|---|---|---|---|
| Series B | €15M | BREEGA — LeadBlackFin Capital Partners — Participant |