We are WealthPlus.A comprehensive workplace solution.
Consolidate benefit management, enhance participant engagement, and elevate your advisory services all in one seamless platform. From 401k plans to HSAs, FSAs and beyond. We bring the future of workplace benefits to your fingertips.
Our mission
We're redefining the future of workplace solutions.
Our unified workplace solutions platform brings your entire retirement and savings ecosystem onto one intuitive dashboard, streamlining access to every savings option you need.
Advisors, TPAs, employers, and RIAs can streamline administration and consolidate access to a full range of products on one centralized platform. This holistic approach enables them to engage employees across the entire benefits stack, delivering a complete workplace solution.
Customers can effortlessly access all their accounts from a single, intuitive dashboard—reviewing contributions, exploring investment options, and monitoring balances. This centralized view not only enhances transparency but also deepens engagement with a comprehensive retirement planning experience.
Who we power
Designed to empower individuals and organizations no matter the size.
Advisors
Streamline portfolio management and unlock personalized insights effortlessly.
TPAs
Make administration frictionless with advanced tools for compliance, reporting, and seamless plan integration.
Employers
Empower your workforce with top-tier retirement tools that make administration hassle-free.
Participants
Access all your accounts from one unified dashboard, set your goals, and tap into actionable insights to elevate your financial future.
Our platform
Seamless, innovative,
empowering.
WealthPlus leverages cutting-edge technology and AI to streamline wealth management and eliminate inefficiencies. Our intuitive user interface effortlessly guides you through complex financial products, empowering your financial future
Retirement plans,
reimagined.
Experience the future of wealth management.
All on one powerful platform.
- Tailored
- Whether you're building your retirement savings or your book of business, our versatile platform is built to adapt and grow with you. Configure your plan and account types to perfectly align with your benefit stack.
- Intuitive
- We harness advanced technology to your advantage—streamlining your journey to retirement by making it easier, faster, and more secure.
- Full suite
- Personalize with open architecture—access mutual funds, ETFs, CITs, managed accounts, and retirement income. Integrate with multi-custodial, payroll, and CRM solutions for a complete benefits ecosystem.
Discover how WealthPlus can transform your workplace solution.
Book a personalized demo today and see the platform in action.