WealthPoint has completed its visual identity overhaul.
Public source
Publisher name
Public post
For decades, wealth management has built excellent technology for the institutions that serve wealth. For the entrepreneurs and families who actually own those assets, t…
Company
WealthPoint
All your wealth, in one clear view.
- Location
- Geneva, CH
- Company size
- 2–10 employees
About WealthPoint
WealthPoint is a private wealth platform for individual investors, family offices, and the professionals who advise them. We bring every asset together, from private markets to impact investments, within one clear and considered digital experience. WealthPoint add precision and trust to every report, from dynamic factsheets to bespoke dashboards. The result is a way to move beyond banks and static data, to truly understand your wealth, invest in line with your values, and build lasting transparency.
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