Atlas
Vendor

InvestSuite

InvestSuite offers white-label front-to-middleware InvestTech solutions for wealth management, compatible with various cloud, data provider, or broker/custodian systems.

Sector footprint

One company, every side of the market

WealthThis site
InvestSuite

InvestSuite offers white-label front-to-middleware InvestTech solutions for wealth management, compatible with various cloud, data provider, or broker/custodian systems.

Capability matrix

CapabilityInvestSuite
Advice Engagement●

Parent organization

InvestSuite

Founded

2018

Scale

1 sector presence