Redefining wealth management for the future
Welcome to Wealth Growth Platform, a groundbreaking innovation in the realm of wealth management. Our journey began with a vision shared by our founders — a group of Harvard Business School alumni with extensive experience in the wealth management industry. Guided by the wisdom of a distinguished professor from HBS and the strategic insights of a globally recognized CEO from a leading Wealth Management firm, our mission was clear: to bridge the gap in the financial services industry and drive wealth growth like never before.

Our team is a blend of brilliant minds and seasoned professionals, with our research and development unit comprising highly skilled individuals from top-tier universities worldwide. In under two years, this exceptional team has built an entire platform from the ground up, and we are now in the thrilling phase of commercializing our creation.

Our journey began with a stark realization. Despite the steady growth in the number of clients served by financial institutions, the number of advisors has remained static for the past five years. As a result, only 5-6% of existing clients utilize investment services. This stagnation, coupled with the struggle to recruit new advisors and the existing advisors operating at full capacity, unveiled a significant gap in the market.

Numerous tools are available to assist advisors in sales and marketing operations. Yet, none of these tools effectively address the challenges of stagnant advisor growth and under-utilization of investment services. Recognizing this gap, we stepped forward, leveraging our collective experience, insight, and innovative spirit to create the Wealth Growth Platform.

We are passionate about empowering financial institutions and their advisors to unlock the full potential of their client base and significantly expand their service utilization. With our platform, we are pioneering a new era of wealth management, one in which every client is given the opportunity to grow their wealth, and every advisor is empowered with the tools to make it possible.