Scale Smarter. Grow Faster

Maintain personal client relationships while scaling efficiently

74% of younger investors (Gen Y and Z) demand digital-first engagement, expecting personalized and intuitive wealth management experiences akin to platforms like Amazon or Netflix.

92% of advisors indicated they would consider switching firms due to inadequate technology, underscoring the importance of robust AI tools in advisor retention and recruitment.

Morgan Stanley’s AI assistant saw a 98% adoption rate among advisors shortly after its launch, highlighting the demand for efficient, AI-driven tools.

Run leaner. Grow faster…

without sacrificing quality or client experience.

79% of wealth managers say AI has the potential to accelerate earnings growth for the next ten years.

58% are already implementing AI tools.

Natix Investment Managers

Enterprise AI That Understands Wealth Management

Implement AI-Driven Interfaces: Develop conversational AI platforms to streamline advisor workflows, reducing reliance on multiple tools and enhancing client interactions.

Enhance Personalization: Utilize AI to deliver hyper-personalized financial strategies, adapting to real-time client behaviors and life events, thereby meeting the expectations of a digitally native clientele.

Invest in AI Proficiency: Upskill existing staff and recruit professionals adept in AI tools, ensuring the organization can effectively leverage AI for decision-making and client service.

Strengthen Data Infrastructure: Build robust data systems to support AI initiatives, enabling secure and efficient data aggregation, analysis, and application across services.

Your Dream Team,

Without the Dream Budget

When using AI, SMB teams see:

55% efficiency boost

35% reduction in operational costs

Built for Impact, Driven by Purpose

Vision

A world where technology unlocks autonomy and where everyone, regardless of background or industry, can shape their financial future and build lasting prosperity.

Mission

We build technology that removes barriers and creates tools for individuals and businesses to take control of their future. Our platform enables growth, independence, and, ultimately, generational wealth.

Our Values

Simplicity – Clarity empowers action
Empathy – Real impact starts with understanding
Conviction – Change requires courage
Access – Opportunity should belong to everyone

Automate the work

Accelerate the impact.

Making Financial Inclusion a reality with AI

Find out more about our new investor initiative, Capital for the Culture, supported by NASDAQ Foundation.

WealthBuild empowers companies to elevate their client experiences, streamline operations, and ensure compliance across every channel.

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