Wealthcome | The next-generation ecosystem for wealth management professionals

Wealthcome develops a comprehensive SaaS solution for digitizing and automating wealth management.

Designed for wealth management advisors, family offices, and financial institutions, our platform combines all the essential features wealth management professionals need in a single tool: data aggregation, regulatory compliance, customer relations, and sales management.

Key features:

- Real-time aggregation connected to 90% of financial institutions
- Automation of regulatory obligations (AMF, ACPR, CNIL)
- Web and mobile customer portal for a seamless and secure relationship
- Multiple software integrations thanks to a modular architecture that is interoperable with the main back offices
- Advanced analysis and export tools for portfolio management and reporting

Wealthcome in figures:

450+ entities equipped | 3,000 professional users | €35 billion in aggregated assets

Supported by BlackFin Capital Partners, Wealthcome is establishing itself as the benchmark for professional wealth management software in a rapidly changing market.

Our mission: to free advisors from operational constraints so they can refocus on what matters most: advising.

Wealthcome

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