
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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New Wealth is a B2B FinTech provider that offers modular white-label solutions, to boost the distribution of mutual funds and wealth management services. Applying behavioral design, data-driven personalization and automated financial advice, our cloud-first solutions foster digital engagement with end-clients and empower Relationship Managers with easy-to-use hybrid advisory. Our modular platform helps financial institutions to retain and grow AuM, increase fee-based income, and lower operating costs: NW Wealth Products Center enables screening, discovering and analyzing of investment products on any device; NW One-stop Client Wealth app provides a mobile-first portal for high-touch customers; NW Sustainable Investing drives ESG awareness and...
Digital wealth management,digital advisory,digital savings,b2b fintech,b2b insurtech,esg investing,and wealthtech
New wealth, first-class wealthtech operates in the Software development industry.
New wealth, first-class wealthtech's revenue is 11m - 100m
New wealth, first-class wealthtech has 11 - 50 employees.
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