Welcome to WealthDash

We build online advice paths for clients of advice firms. Whether it is advice in the workplace or Estate Planning to protect clients’ families, we are making advice easy to access.

WealthDash is powered by best in class financial Artificial Intelligence.

Not to replace humans but to support them.

AI can support individuals to guide their own financial education without adviser input and guide advisers to advise their clients more quickly and efficiency. In both case this means that more people can get the help they need.