WealthTab is a modular platform built for firms, professionals and their clients. We deliver client onboarding solutions for financial services professionals, insurance groups and investment advisors. We reduce the amount of time to open a client account through our Finsign platform by pre-populating industry-standard forms, e-signatures, workflow automation and image-to-text conversion....
WealthTab is a modular platform built for firms, professionals and their clients. We deliver client onboarding solutions for financial services professionals, insurance groups and investment advisors. We reduce the amount of time to open a client account through our Finsign platform by pre-populating industry-standard forms, e-signatures, workflow automation and image-to-text conversion.
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Investors

Founder Institute Montreal
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Founder Institute Montreal We are the world's largest entrepreneur training and startup launch program
Startup Next Montreal Spring 2016
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Startup Next Montreal Spring 2016 Startup Next, a Techstars program, is the #1 pre-acceleration program

Employees

Denis Lessard
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Denis Lessard Full Stack Developer
James St Pierre
Admin
James St Pierre

Recommendations

Julien Denaes CEO, in charge of the business strategy and product development at Logrr

I've known Mike for the past 2 years. First time I met, he asked for advice regarding 3 different ideas he was working on the side of his full time job (trader).One idea of this idea became a reality is now called "WealthTab". I rarely saw an entrepreneur with such passion for FinTech industry.
Mike grew WealthTab to a real company now. With a team of 7 people, their product already has seen multiple iterations and Mike is working hard on closing big customers (top 5 Canadian insurance and wealth management).
Now that the validation is done and that WealthTab is surrounded by great advisors from the FinTech industry,it needs to accelerate and NY would definitely be the place to be to bring WealthTab to the next level.
I trust Mike will build his company to become a major player in the digital portfolio management space