Our Story

Firm History

2010

Founded

  • Our firm was mapped out and set in motion
2011

Software Launched

  • The first edition of our application was launched
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2015

Insurance Division

  • An insurance division was added as a subsidiary
2018

Software Reimagined

  • A complete overhaul of our technology was started
2019

Robo-Advisor Launched

  • A custom robo-advisor was created to help service the demands of small to medium sized financial firms
2020

Investment Signals

  • To meet the demands from financial professionals, we created a way to disseminate our investing signals
2022

Rebrand Complete

  • Company rebranding and new software launched

Our Vision

Successful leadership, foresight and ingenuity produce results. Never is this truer than at WealthDrive. Through years of working directly in the software, investment and insurance industries, our firm developed the vision to support individuals and business professionals throughout their lives and business practices with advanced software applications, streamlined automations, and advanced sales practices. Our firm is poised to grow not only now but into the very distant future.

Digital Onboarding

Turn onboarding into an engaging competitive advantage. Opening new accounts isn't always easy. We just make it seem that way.

Managing & Rebalancing

Manage more accounts in less time using a scalable, personalized approach that is unique to this firm only.

Client Portal

Keep your clients informed from a whole new perspective with a modern and easy to use portal that is engaging.

Growth Tools

A variety of simple tools to help you capture, connect and report on opportunities.

Contact Management

Together we can enhance your ability to provide customized service at scale.

Platform Pricing

Find the pricing plan that fits your budget. If you have a unique idea or situation let us know.

Firm History

Technology that helps makes life and business simpler.

Meet Our People

Technology that helps makes life and business simpler.