Always on. Always converting
Your website gets traffic every day—but most visitors bounce without taking action. WealthChat changes that by engaging them in real time, answering questions, and booking meetings directly on your calendar.

Higher conversion rates
Capture prospects who would otherwise leave your site.

24/7 availability
Never miss an opportunity, whether it's during office hours or after.

Real conversations
Trained on your firm's services, FAQs, and processes, so responses feel personalized and credible.

Seamless booking
Prospects can book intro meetings on your calendar instantly.

Client recognition
Recognizes returning visitors and tailors responses.

Compliance-ready
Secure, logged conversations that can be archived for regulatory needs.