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  • NovaWave

    Velvet

    Tranqui

    Nexa

    ZenithCraft



  • SparkVibe

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    QuantumFl

    Tranqui

  • PrismCraft

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    InfinityGe

    Sculpty

  • StarGaze

    OptiBlend

    Rawland

    Autono

    Tripo

Frequently Asked Questions

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Who we serve?

From hands-off investing to hands-on insights, Wealthdoor gives you powerful tools to invest, plan, and grow with confidence.

Credit Unions

  • Boost Client Engagement with Personalized Investment Solutions

  • Automated Compliance 

Wealth Managers

  • Personalize every client journey, from onboarding to reporting

  • Scalable lead management to grow AUM faster

  • Portfolio resilience with built-in optimization tools

  • Access actionable, real-time performance and revenue insights

Regional Banks

  • Attract and retain tech-savvy clients

  • Automate onboarding for rapid expansion.

  • Offer tailored investment strategies and clear insights.

  • Foster trust through transparent, real-time performance insights.

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Who we serve?

From hands-off investing to hands-on insights - WealthDoor gives you powerful tools to invest, plan, and grow with confidence.

Private Banks

  • Deliver highly personalized, goal-focused advice at scale.

  • Faster portfolio creation aligned to client ambitions and risk.

  • Win trust with clear, on-demand performance reporting.

  • Streamline operations across custodians and markets 

Financial Advisor

  • Faster, frictionless onboarding

  • Personalized investment solutions

  • Stronger Client engagement with goal-based investing tools

  • Compliance automation

Wealth Managers

  • Personalize every client journey, from onboarding to reporting

  • Scalable lead management to grow AUM faster

  • Portfolio resilience with built-in optimization tools

  • Access actionable, real-time performance and revenue insights

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Who we serve?

From hands-off investing to hands-on insights - WealthDoor gives you powerful tools to invest, plan, and grow with confidence.

Broker Dealers

  • Faster, frictionless onboarding

  • Personalized investment solutions

  • Stronger Client engagement with goal-based investing tools

  • Compliance automation

Wealth Managers

  • Personalize every client journey, from onboarding to reporting

  • Scalable lead management to grow AUM faster

  • Portfolio resilience with built-in optimization tools

  • Access actionable, real-time performance and revenue insights

FinTechs

  • Launch faster with flexible, API-first wealth tools

  • Scale with modular, ready-to-integrate platform components

  • Engage users with automated, customizable investment features

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Personalized Investing, Simplified.

Deliver hyper-personalized or self-directed robo-advisory journeys with API-first tools. Scale faster, reduce costs, and boost AUM.

Use our platforms to connect to our global partners to start your investing journey

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Lead 
Generation

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Wealth Advisory

Robo
Advisory

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Robo
Advisory

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Designed for Scale.

Built for Trust.

70x

Faster Onboarding

90%

Less Manual Reporting

Frequently Asked Questions

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Powering Modern Wealth Globally
Smart Gateway to Wealth Creation

All-in-One WealthTech. Modern,

Scalable, AI-Powered.

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Get in touch

FAQ

  • InvestSuite is a B2B company on a mission to democratize investing in an ever-digital world. Since 2018, we've been providing financial institutions with white-label, cutting-edge InvestTech solutions to make investment simple, accessible, and engaging for all. By prioritizing personalization and customer experience, we help our clients deliver their products in an agile and cost-effective way so they can be one step ahead of the curve.

  • InvestSuite is a B2B(Business-to-Buisiness) company, as well as a B2B2C (Business-to-Buisiness-to-Customer).

    We offer financial institutions the possibility to integrate our suite of white label solutions to accelerate their digital transformation.

    Depending on their needs, they can choose to integrate one or more of our solutions.

    In just months, companies can launch a robo-advisor or self-directed investment platform with Robo Advisor and Self Investor. StoryTeller enhances engagement with insights and personalized reporting, while Portfolio Optimizer enables scalable, API-driven wealth services. The tools are ready—just integrate and unlock new possibilities.

  • InvestSuite offers white-label solutions for: investment platforms, portfolio construction, investment insights and reporting.

    In a matter of months, a company can launch its own robo-advisor or investment platform for self-directed investors with our Robo Advisor and Self Investor.

    With StoryTeller, they can opt to augment their platforms with unique insights and hyper-personalized reporting for increased client engagement and retention. Lastly, companies can level up their offerings and personalize their wealth services to cater to more customers than ever before by implementing our API-based portfolio construction framework - Portfolio Optimizer.

  • We have developed our solutions in such a way that you have to only integrate it in your own systems without any additional costs or extra development.

  • No, it is not necessary to have a full-fledged IT team at your end. However, it is preferable to have a robust understanding of your processes and how to better connect our solutions to them.

  • To schedule a demo meeting or a quick get-to-know meeting, simply visit our contact page where you will fill in a form with your details and our representative will reach out shortly.

    For a demo meeting, simply press the 'Request demo' button

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