About

Hi, I’m wealthbot.io. Webo for short. I’m an open source wealth management platform. I help Investment Advisors profitably serve the mass affluent.

More Information

#### Use Cases

Help human investment advisors compete with robo-advisors Build your own SaaS robo-advisor Manage a personal portfolio Run multiple RIA firms under a single installation

What we believe

We believe the future of wealth management is the cyborg advisor. A human that uses technology to enhance relationships and scale personalized service.

Wealthbot.io helps you do that. He’s the technology for your investment advisor business. A portfolio management platform that’s extensible, customizable and 100% owned by you.

Github Twitter

Contact me

hi@wealthbot.io