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France · Fintech · Enterprise software
Wealthcome provides financial advisers with software to aggregate client assets, automate compliance and manage client relationships and advisory workflows.
WealthPro is designed for independent wealth advisers, brokers, family offices and financial institutions. It aggregates managed and non-managed client assets, organizes client and household records, and brings regulatory compliance workflows into the same workspace. Advisers can use the platform to track relationships, prepare reports and coordinate the administration that surrounds investment recommendations.
Wealthcome’s product ecosystem includes WealthLab for tax, succession, retirement and real-estate simulations; WealthTreet for portfolio management; and WealthConnect, a client-facing app for viewing assets and advice. WealthOne is positioned to connect existing tools through APIs. The company is also adding Binom, an AI assistant integrated with WealthPro to collect information, transcribe meetings and complete KYC records. Together, the products aim to help advisory firms centralize data and automate routine work while keeping advisers in control of client recommendations.
| Announced | Round | Amount | Investors |
|---|---|---|---|
| Series B | €15M | BREEGA — LeadBlackFin Capital Partners — Participant |