Company profile
Wealthcome
Technology at the service of heritage
- Industry
- Software Development
- Employees
- 55
- Headquarters
- Bordeaux
- Founded
- 2022
- Office locations
- 2
Wealthcome company summary
Wealthcome is a company in the Software Development industry, headquartered in Bordeaux, founded in 2022. On LinkedIn the company has around 55 employees. The company lists 2 office locations. Its listed specialties include Gestion de patrimoine, Fintech, Start-up, Agrégateur financier, CGP.
What technology does Wealthcome use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
About Wealthcome
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.
Specialties
Where is Wealthcome located?
Wealthcome lists 2 office locations.
Compare companies similar to Wealthcome
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Wealthcome wealthcome.fr | Software Development | 55 | 2022 | Bordeaux |
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Frequently asked questions about Wealthcome
What does Wealthcome do?
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.
How many employees does Wealthcome have?
Wealthcome has around 55 employees on LinkedIn.
Where is Wealthcome headquartered?
Wealthcome is headquartered in Bordeaux.
Where does Wealthcome have offices?
Wealthcome lists 2 office locations, including Bordeaux, FR, FR; Pessac, Nouvelle-Aquitaine, FR.
When was Wealthcome founded?
Wealthcome was founded in 2022.
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