The Wealth Pool

The Wealth Pool is a financial planning platform that simultaneously helps financial advisors and providers grow their business. In practice that means accepting cards, bank transfers and wallets online or in person.

Who is it for? Mostly any business that takes money. They also list Big Data, Employee Benefits, Financial Services, FinTech and Machine Learning, so expect those to show up in the feature set. As a very small product team themselves (1 to 10 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

The Wealth Pool is based in Chicago, Illinois and founded in 2013. More on thewealthpool.com.

Our checklist for this category: rates, payout timing, chargeback handling, and developer tools. A short pilot with your real data tells you more than any demo.

The facts above come from public company records. The score will come from people like you. Used The Wealth Pool? Rate it.