Wealthstack.ai

Wealthstack.ai

Technology, Information and Internet

Cobble Hill, BC 99 followers

Using Automation to increase client service standards and simplify advisor businesses

About us

Wealthstack.ai is a hyper-secure AI-powered system that enables advisors to focus on the actual work of wealth management with their ideal clients and automate and systematize the administration and repetitive tasks that traditionally consume time and resources for the advisor and their team.

Website
https://www.wealthstack.ai
Industry
Technology, Information and Internet
Company size
2-10 employees
Headquarters
Cobble Hill, BC
Type
Partnership

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