Simple, Transparent and Accessible Wealth Services


Do you pay more for less?

- Holistic Wealth Planning

- Personalized Investing

The first step is to get organized. Get started with our free wealth planning software.


WealthFactor looks and acts differently from a traditional wealth manager or financial technology company. And this is by design.

Our goal is to make managing your wealth simple, accessible, and transparent by giving you access to real wealth experts and technology designed for you, without unnecessary layers of fees or management. It's the WealthFactor way.