Community banks and credit unions lose millions annually when members transfer funds out to retail brokerage apps. WealthAgent enables your institution to turn on white-label, AI-driven wealth management behind your own brand in days — with zero human advisory staff required.
Your logo, your brand colors, and your disclosures. Members interact with their financial agent seamlessly within your digital banking ecosystem.
No need to hire expensive wealth advisors or staff an investment desk. The autonomous AI agent handles onboarding, risk matching, and trade routing.
Every recommended trade requires explicit member approval. Supabase Row-Level Security ensures 100% member data isolation across tenant boundaries.