Ready to Be Matched with an Advisor?

Whether you're looking for an investment plan or just some extra guidance, we connect you with an Advisor who can help!

High Quality Matching

Take our introductory quiz and we will match you with an Advisor who understands your personality, preferences and financial goals. No more guessing or feeling lost!

Personalized Advice

Meet an Advisor who listens and understands your financial needs and gives you tailored advice.

Intuitive Learning

Have fun! Get the financial knowledge you always wanted with our engaging videos, group chats, wealth plans, community events and much more.

Apply to Join the Beta

Become part of an innovative investment community that brings Investors, Advisors and like-minded people together.

What is WealthEnV ?

Have you ever felt alone managing your investments, or are you overwhelmed and don’t know where to start? The WealthEnV Environment gives you the ability to manage all your assets in one place and talk to a community of like-minded individuals or reach out to qualified experts for help.

  • Manage Your Assets

    Your personalized dashboard gives you the ability to connect and visualize all your investments, bank accounts, and other assets, in one place.

  • Work As A Team

    Vibe with fellow investors and recruit financial experts to form a specialized wealth management team. Engage your team members over secure video calls and compliant chat messaging services to build an investment strategy that works for you.

  • Backed By Science

    We use proven personality scores, and with over 87 metrics in our AI regression modeling for attribute based matching, to find the best Investor and Advisor pairs possible.

WealthEnV for Businesses

We provide the services and tools for Advisors in wealth management to deliver analytics and support for their operational and regulatory processes.

  • OtterBlotter

    OtterBlotter is a post-trade sales supervision blotter review tool, intended for Broker Dealers and Clearing Firms.

  • Consulting Services

    Our partners have a diverse range of expertise and can provide the guidance your firm needs to make the best decisions for your business.

  • Partnerships

    We are actively partnering with Advisory Firms, Family Offices, and Clearing Firms, to bring added value and efficiencies to their businesses.

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