Originally invested in by investment advisors, RobustWealth is a digital wealth management platform built for their needs. RW integrates previously modular features into one seamless suite. Advisors leverage the platform to optimize their practice on their clients’ behalf. The easy-to-use technology is delivered in a completely private labeled environment customized to the advisor’s brand. Portfolio solutions can easily be made bespoke for the client. RobustWealth only charges its low fees when automated rebalancing services are turned on. Otherwise, the suite of investment, operational & technology optimizers are provided free of charge. RW has operations in the Princeton, Denver and the San Francisco Bay Areas.
Location: United States, New Jersey, Lambertville
Phone: +1 609-483-8101
Founded date: 2015
Investors 2
| Date | Name | Website |
| - | Walden Ven... | waldenvc.c... |
| - | Leonis Cap... | leoniscap.... |
Mentions in press and media 2
| Date | Title | Description |
| 30.11.2020 | The Next Boom: Moving Faster Than Ever, But In A More Human-Centered Way | Nothing is ever completely "contactless"getty |
| 18.05.2018 | What Is Wealthtech? An Introduction | Wealthtech, a segment of fintech that focuses on enhancing wealth management and the retail investment process, is on the rise around the world with companies in the space raising over US$2.5 billion in 2017, according to Fintech Global. Th... |