Vertical is Beautiful

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

Wealthbase

Investing platform for consumers

PaperTrade

Virtual trading games for publishers

Wealthbox

Modern CRM for financial advisors

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.

View App

Gamified Investing

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

View App

Client Management

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

View App

“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?

View Jobs