Wealthsite

Wealthsite is a Wealth Management Platform. Put simply, it is about building software for you when nothing off the shelf fits.

It makes the most sense for companies with a specific process to automate. Related areas on their profile: Advice, Financial Services, Service Industry and Wealth Management. As a very small company 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.

Wealthsite is based in Chicago, Illinois. Their site is wealthsite.com.

Before you commit, look at portfolio relevance, who owns the code, and how they handle changes. Get the renewal terms in writing before the first invoice.

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