Business introduction
Modern WealthTech solution and infrastructure built for credit unions
WealthCabinet is a provider of customized SaaS embedded wealth technology solution and infrastructure for credit unions. Our mission is to bring less expensive, value creating modern wealth technology solutions to our credit union partners with a focus on improved overall client experience and econo
Built by a core team of seasoned Capital Markets and Banking technology experts
Wealth Cabinet Financial Technology (WealthCabinet®) is a subsidiary of TAPP Engine, and a registered CUSO with the NCUA. We provide private labeled SaaS embedded WealthTech solutions, and infrastructure for Credit Unions to compete with big banks and FinTechs.
Our mission is to bring less expensive, value creating solutions to our clients’ members with a focus on an improved overall client experience and economics.
WealthCabinet Solutions
Embedded Brokerage
High-performance brokerage infrastructure We provide high-performance end-to-end embedded brokerage infrastructure solution, designed to support various levels of complex business models. Our solutions includes multi-custody, clearing, and multiple liquidity venues Multiple and various business models Our core engine and chassis support various business models including direct to consumer retail investing, automated WealthTech solutions, institutional......
