Wealthcome raises €15 million Series B led by Breega
The wealth-management software provider is expanding from independent advisers into larger institutions.
A shared view of client finances
WealthPro consolidates managed and non-managed assets alongside client records and compliance work. The wider suite adds portfolio management, tax and retirement simulations, reporting and a client-facing app; Wealthcome is also integrating Binom, an AI assistant designed to collect information, transcribe meetings and complete KYC records.
The Series B follows a year in which the company says it more than doubled the number of firms using its tools and quadrupled aggregated assets. It plans to deepen its work with larger networks and institutional clients while continuing to develop the platform.
Serving firms at greater scale
Wealthcome says about 800 firms and more than 6,000 users are now equipped. Its expansion depends on adapting the data, compliance and service workflows used by independent advisers for larger organizations with broader integration needs.
Use of funds
Expand work with institutional and larger enterprise clients
Continue development of its wealth-management platform and integrated AI features