WealthEnV
Investor Advisor Matching & Financial Account Management
About Us
Helping People Achieve
Their Financial Goals
Own your wealth journey. Our mission is for investors to imagine their wealth accumulation goals and bring them to life with advice from their advisors.
A little guidance goes a long way
WealthEnV matches you with Advisors that are licensed professionals in order to help Investors define and achieve financial wellness.
They give Investors insights to help them grow and reach their financial goals.
Success comes from informed decisions
Become an informed Investor, get matched with a suitable Advisor, and achieve your desired financial wellness.
Your Advisor will suggest relevant investments based on your needs, goals, and risk tolerance profile. We believe our AI tools will create efficiencies that will enhance the relationship between the trusted Advisor and Investor.
Round out your financial knowledge
You can expand and diversify your sources of financial information. Exchange ideas with fellow Investors in Investor Club Chats or watch financial videos – you have options.
"One of the marvelous things about community is that it enables us to welcome and help people in a way we couldn’t as individuals"
- Jean Vanier
The WealthEnV App Development Team
It takes a village to build great things - meet ours.
Marco Lopes
CTO & System Architect
Olivia Randolph
UI UX Designer
Jonathan Lim
FULL STACK ENGINEER
Alicia Mayi
Chief Compliance Officer
Diego Rodriguez
Operations Manager
Timothy Hansen
FULL STACK ENGINEER
Join the Community
Apply to be added to the Beta Waitlist for first time users or check out our social accounts below.