Your brand. Our engineering. Value created together.
Private banks, asset managers, family offices, wealth managers and independent advisors deliver a Swiss-engineered wealth experience to their clients — fully white-labelled, with AI document import that onboards a client portfolio from a broker statement in seconds. Deployed in days, evolved as a partnership.
Co-built with single-family offices, multi-family offices, boutique private banks and independent wealth managers across Europe, the Gulf and the UK.
Built for the firms that advise capital
Private banks
Boutique and tier-2 private banks layering a modern, branded wealth experience on top of their custodial and KYC infrastructure — without a multi-year transformation programme.
Asset management firms
Discretionary and advisory managers who want a client-facing reporting surface that consolidates segregated mandates, fund holdings and external assets into a single ledger.
Family offices
Single- and multi-family offices that need one consolidated view across every wrapper, jurisdiction and asset class — including private equity, real assets and on-chain wallets.
Wealth management firms
Independent wealth managers and RIA-equivalents in Europe / UK / Gulf who want a branded client portal without building one — deployed in days, not quarters.
Independent HNW advisors
Solo principals advising 5–50 high-net-worth households. White-label wlthy under your firm name, deliver a Swiss-grade client experience that feels native to your practice.
Swiss Privacy
What the partnership delivers
A platform your clients will recognise as your own.
We bring the engineering, the data pipelines and the Swiss security posture. You bring the brand, the relationships and the mandate. Three pillars, no integrators, no compromise.
Your brand, end to end
Your logo, your palette, your domain. Clients log in to a portal that feels native to your firm; transactional emails leave from your domain. wlthy never appears in front of your relationships.
- Custom domain (clients.yourfirm.com) with managed TLS
- Brand kit: logo, accent colour, typography, favicon
- Tailored email sender (yourfirm.com) for invitations & alerts
- Localisation for principal markets — EN / DE / FR / TR / AR
Total portfolio coverage
Traditional banking, listed equities, private equity, real estate, vehicles, art and on-chain wallets — consolidated into one ledger so your firm is the single source of truth, not just one tab among many. AI document import onboards a client portfolio from a broker statement in seconds; reconcile workflow keeps it clean on every re-import.
- AI document import — broker statements, bank exports, portfolio screenshots parsed into the client ledger
- Reconcile workflow — re-imports diff against existing holdings (new / updated / silent) before commit
- 9 native asset classes with daily valuation pipelines
- Multi-currency lens with ECB-sourced FX (USD, EUR, GBP, CHF, TRY, INR, BRL, AED, SAR and more) and point-in-time history
- Read-only feeds for stocks, ETFs, crypto and FX
- Co-ownership weighting + ownership-adjusted reporting
- Estate-planning-ready Wealth Statement PDF (verified, content-hashed export)
Roles built for advisory teams
Relationship managers, analysts and principals each see exactly the surface they should. Every action — including MCP / API calls from Claude Desktop or ChatGPT — lands on an append-only audit log — your compliance officer's friend, not their problem.
- Role-based access: principal, partner, advisor, analyst, viewer
- Per-portfolio scoping, per-asset overrides where needed
- Append-only audit log with cryptographic integrity
- MCP server + REST API for Claude Desktop / ChatGPT — read-only token scope, parse_document tool for in-agent uploads, one-click revocation
Partnership economics
One package to launch. A relationship to grow.
Each engagement is shaped around your firm — pricing scales with seats, asset coverage and depth of customisation. Revenue-share and co-marketing arrangements are on the table for partners who bring meaningful book to the platform. Below is the entry point.
wlthy Partnership
A managed, white-labelled deployment for firms that want to ship a branded wealth experience without building the platform — engineering, data, security and Swiss compliance, delivered as a service.
Each partnership includes a one-off onboarding fee scoped to the deployment, plus optional add-ons (co-marketing, revenue-share, dedicated infra). All amounts in EUR, exclusive of any applicable VAT.
Book a private demoLet's build value together
The platform behind the firms that set the standard.
Tell us about your firm, the clients you serve and the experience you want to deliver. We'll schedule a private walkthrough, draft a tailored partnership proposal — and where it makes sense, agree commercial terms that grow with the relationship.