Vertical is Beautiful

We make web-and-mobile apps that are vertically aligned for investors, advisors, broker-dealers, and financial brands.


Investing platform for consumers


Virtual trading games for publishers


Modern CRM for financial advisors

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A suite of online services for wealth managers and individual investors.

Advisor-meets-investor-centric technologies in a fintech ecosystem.

Our Product Stack in #Fintech

Investing Platform


Wealthbase, currently in beta, is an online platform for consumers to learn investing, discover products and services, and connect with the investing community.

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Gamified Investing powers financial sites with simulated trading competitions in stock market investing on a white-label basis.

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Client Management

Wealthbox CRM

Wealthbox is beautifully designed CRM for financial advisors to manage client relationships and collaborate with their coworkers with ease.

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“Wealthbox reminds me of when I got my first iPhone. It’s an incredibly simple yet powerful platform for my firm.” Jason Wenk, FormulaFolio Investments to RIABiz

Our products seen in

We’re looking for passionate designers, brilliant engineers, and savvy business people. Sound like you?