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WealthSpectrum
Provider Type
Technology Providers
Technology Providers
Tagline
The most important financial tools for managing complex wealth in a single place.
Powering smart investment operations
Founded
2002
1990
Location
Indianapolis, Indiana
India
Verified
Verified
Verified
Categories
—
AccountingAdvisorsAsset managersClient PortalConsolidated ReportingInvestment platformPortfolio & Cost Analysis
Services
Consolidated ReportingPortfolio ManagementWealth Management
—
Target Segments
Single-family officeMulti-family officeHigh Net WorthUltra High Net WorthPrivate Investment OfficeFamily Foundation
—
Regions Served
North America
—
Client Types
Private Investment OfficeFamily FoundationUHNW IndividualsInstitutionalSFOMFO
—
Provider Type
Technology ProvidersTagline
The most important financial tools for managing complex wealth in a single place.Founded
2002Location
Indianapolis, IndianaVerified
VerifiedCategories
—Services
Consolidated ReportingPortfolio ManagementWealth Management
Target Segments
Single-family officeMulti-family officeHigh Net WorthUltra High Net WorthPrivate Investment OfficeFamily Foundation
Regions Served
North America
Client Types
Private Investment OfficeFamily FoundationUHNW IndividualsInstitutionalSFOMFO
Website
Visit WebsiteProvider Type
Technology ProvidersTagline
Powering smart investment operationsFounded
1990Location
IndiaVerified
VerifiedCategories
AccountingAdvisorsAsset managersClient PortalConsolidated ReportingInvestment platformPortfolio & Cost Analysis
Services
—Target Segments
—Regions Served
—Client Types
—Website
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