Wealth Technology Infrastructure
Your Wealth Infrastructure in a Box
Powering the future of wealth management, for wealth managers, banks, family offices, and fintechs. Wealth technology infrastructure in a Box helps firms deliver a better client and advisor experience through improved insight, efficiency, oversight, and control.
Tailor-made Wealth Management Technology Solutions
for each segment
- Wealth Manager
- Family Offices
From data management to client engagement, all in one place
We have put "independent advice" and "boutique wealth managers" at the core of our product design while crafting a front-to-back digital wealth management product that helps you scale and focus on your client.
Fintech partner for banks to develop world-class investing apps
We enable banks to launch investing and wealth apps and be fintech-ready with our bespoke Wealth in a Box components and proven track record.
Portfolio intelligence and holistic portfolio view delivered to supercharge your CIO
We help family offices take control of their investments with our wealth management solutions that aggregates across banks and brokers and enables advisors to slice and dice using our powerful portfolio visualizer.
Build awesome apps faster with Wealth in a Box Infrastructure
Don’t reinvent the wheel, use our ready-to-plug Wealth in a Box components to power your fintech.
We bring together data science and analytics, technology, and customer experience to power the next generation in wealth management
Data Science and Analytics
Data Science and analytics are at the heart of our work and we have championed the art and science of generating cutting-edge insights from investment data
Inspired innovation in technology and customer experience uniquely positions us to keep pace with the latest in fintech
Bettering the way the world invests - from delivering superior client experience to transforming advice through technology, we are constantly bettering the world of investments
We chose Valuefy as someone who will take care of our data integration, as someone who will create solution which is customized for us and third party solution we can use to empower our portfolio managers.
Managing Director, Kotak AMC. Ltd.
Valuefy does a great job in filling that gap of looking at portfolios, aggregating risks, aggregating the underlying. They have this remarkable way of analyzing a client's portfolio in an institutional grade investment process.
CEO & Founder, Validus Wealth
I think the success of any platform is reflected by the usage, the response was uniformly very positive. And till today, the number of logins into the system actually keep increasing every single time.
Senior Executive Vice President, Digital, IIFL Wealth
The ability to work with a company like Valuefy enables us to bring cutting edge analytics and digital solutions to our clients which was not something that they would have seen or their previous generations would have actually noted.
Founder, Managing Director & CEO- Waterfield Advisors
$300 Billion on
5K+ on our
5+ in Europe
50+ across custodians and
Awards and Recognition
Enhancing Client Engagement and Business Growth with a Wealth Advisor Workbench
June 5, 2023