Most first meetings between a financial advisor and a new client start the same way. Forty minutes of questions. About information that should already exist. GWP fixes that — and gives the client something they have never had before.

Advisors send one link before the meeting. The client answers five questions, connects their accounts, and receives a GWP Wealth Score — a proprietary 0–850 rating across three dimensions: Protection, Momentum, and Efficiency. The advisor receives an an AI pre-meeting brief with the client's GWP Wealth Score, top conversation priorities and a suggested opening line. The first meeting finally starts with strategy, not a fact-find.

For the client, GWP is the institutional intelligence layer that Bloomberg Terminal built for portfolio managers — rebuilt for the 32 million professionals it was never designed to serve. A real score. A clear trajectory. Intelligence that updates as markets change and behavior shifts.

For the advisor, GWP is the pre-meeting system that turns every first meeting into a second meeting worth having.

Founded by Papa Yaw Quainoo — former Portfolio and Risk Analytics specialist at Bloomberg L.P., host of the Grow With Papa podcast, and the person who sat in a Schwab meeting with $25,000 and realized that intelligence stops at one million dollars.

Growing Wealth Platform (GWP)

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Growing Wealth Platform (GWP)

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Teams

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