TruWealth
Democratizing Financial Advice
Our Story
Money and investing is only meaningful when attached to a goal or value. The next generation of investors are mission and impact focused when choosing which companies to invest in, but lack the tools to make their investments impactful towards their personal goals. TruWealth is a startup built by experienced investment advisors who noticed that there was a need for financial advice in mass and mass affluent households that was not being served. TruWealth differentiates itself as a robo-augmented advisor by giving users access to full scale professional financial planning tools on their own and access to a human advisor. TruWealth lowers the barrier to entry for financial advisors by fully automating the financial advisory process, and gives DIY investors access to sophisticated financial planning tools. TruWealth optimizes three different tools: financial planning, risk analysis and portfolio management with AI-powered software, to make holistic financial advice and planning efficient and standardized.
Our Technology
Intuitive financial analysis delivered in layman's terms is at the heart of TruWealth. Our main goal is to democratize financial advice by making the analysis aspect of the financial advisory process fully automated. Truwealth combines the ability to plan one's financial future with the technology to build one's own portfolio around that plan enabling the investor to fully manage their finances. Delivering this technology along with human augmented advice, TruWealth gives advisors scalability in their advisory practice and delivers planning technology to DIY investors. Click below for more details or contact us below for more information.