WEALTHAWK

Wealthawk is a next-generation prospect development platform for wealth managers. The job it does: managing your IT, from help desk to infrastructure, as an outside partner.

Who is it for? Mostly small and mid-sized companies. Related areas on their profile: Consulting, Financial Services and Wealth Management. They are a very small team, 1 to 10 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

WEALTHAWK is based in San Diego, California and around since 2021. You can read more at wealthawk.com.

Things worth asking about: response SLAs, onboarding, and what is billed per hour. A short pilot with your real data tells you more than any demo.

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