85
61
Growth Score
-2 pts
Heat Score
6 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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331771
Wylth® is the most comprehensive and secure multi-asset platform for financial advisors which covers the entire investor/client lifecycle.
Sujith Kumar: Chief Product Officer- Juned Kachhi: Enterprise Architect
About the Company
Wylth® is the most comprehensive platform for financial advisors. It covers the entire customer lifecycle; including on-boarding, transacting, relationship management, reporting, and communication.
Features include dashboards for partners and relationship managers, fine-grained permissions and access control, order management from a single unified
interface, support for multiple asset classes and alternative investments, portfolio management, and much more.
Wylth® provides over 100 features along with a personalized, white-labeled website to attract your client and provide a professional outlook to your financial advisory business.
