WealthTab Information

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Summary

WealthTab provides an enterprise-class integrated platform for financial professionals and fintech companies to intelligently construct, visualize and analyze investment portfolios. Firms can easily c...Show more

Organization Website

wealthtab.com

Social Links

facebooklinkedIntwitter

Industries

Headquarters Location

5333 Casgrain, Montreal, CA

Employees Size

1-10 employees

Specialties

Financial Technology, Data Visualization, Portfolio Optimization, Advisor Software

Founded

2015

Competitors

Founded
Type
Employees
Revenue
Funding
2008Privately
Held
25 - 100 12M $25M
2015Privately
Held
1-10 - $-

Employees Turnover 1 quarter 2026

Length of Employment
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Employee tenure at WealthTab shows a diverse range of experience levels:
33% for 5–7 years50% for 8–10 years17% have over 11 years of service at WealthTab
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FAQ

WealthTab operates in the Finance industries. More details can be found on the official website: wealthtab.com.
The headquarters of WealthTab are located in Montreal, Canada.
WealthTab currently employs 1-10 people.
Well-known competitors of WealthTab include MobileCause and truePTS.

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SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.

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