Power Your Firm With
WealthSignal for Business
Launch a fully branded investing education platform for your clients — simulated paper trading, algo signals, and custom branding. Built for RIAs, financial advisors, and fintech firms.
All trades are simulated with virtual money · Live trading coming with SEC approval
- ✓White-label education platform
- ✓Up to 100 end-users
- ✓Paper trading simulator access
- ✓Custom branding (logo, colors)
- ✓Email support
- ✓Monthly performance reports
- ✓API access (read-only)
- ✓No AUM fees · No revenue share
- ✓Everything in Biz Starter
- ✓Up to 500 end-users
- ✓Full API access (read/write)
- ✓Custom domain support
- ✓Algo signals dashboard for clients
- ✓Priority support (24h response)
- ✓Quarterly business reviews
- ✓Custom strategy builder
- ✓Dedicated account manager
- ✓Everything in Biz Growth
- ✓Unlimited end-users
- ✓Full white-label (no WealthSignal branding)
- ✓Custom integrations
- ✓SLA guarantee (99.9% uptime)
- ✓Dedicated infrastructure
- ✓On-call support
- ✓Custom compliance reports
- ✓Early access to real trading features (post-SEC)
Compare all features
Everything across all three B2B tiers — side by side.
| 🏢 Biz Starter | 🏛️ Biz Growth | 🌐 Enterprise | |
|---|---|---|---|
| Pricing | |||
| Monthly price | $999.99 | $2,399.99 | $4,399.99 |
| Annual price (1 month free) | $10,999.99/yr | $26,399.99/yr | $48,399.99/yr |
| AUM fees / Revenue share | None | None | None |
| Users & Scale | |||
| End-users (clients) | Up to 100 | Up to 500 | Unlimited |
| Admin/team seats | 5 seats | 25 seats | Unlimited |
| Seat add-ons | +$49/seat/mo | +$39/seat/mo | Custom |
| White-Label & Branding | |||
| Custom logo & colors | ✓ | ✓ | ✓ |
| Custom domain (CNAME) | — | ✓ | ✓ |
| Full white-label (no WealthSignal branding) | — | — | ✓ |
| Branded performance reports | ✓ | ✓ | ✓ |
| Platform Features | |||
| Paper trading simulator | ✓ | ✓ | ✓ |
| Algo signals dashboard for clients | — | ✓ | ✓ |
| Custom strategy builder | — | ✓ | ✓ |
| Learning path + education modules | ✓ | ✓ | ✓ |
| Monthly performance reports | ✓ | ✓ | ✓ |
| Quarterly business reviews | — | ✓ | ✓ |
| Custom compliance reports | — | — | ✓ |
| Early access to real trading (post-SEC) | — | — | ✓ |
| API & Integrations | |||
| API access | Read-only | Read/Write | Full + Custom |
| Bulk account import | — | ✓ | ✓ |
| Custom integrations | — | — | ✓ |
| Webhook support | — | ✓ | ✓ |
| Support & Infrastructure | |||
| Support channel | Priority + Slack (24h) | On-call + dedicated | |
| Dedicated account manager | — | ✓ | ✓ |
| Dedicated infrastructure | — | — | ✓ |
| SLA guarantee (99.9% uptime) | — | — | ✓ |
| Onboarding support | Self-serve | Guided | White-glove |
| Get Started | |||
Power Your Platform With WealthSignal
Stop building from scratch. Launch a complete, branded investing education platform in days — so you can focus on what matters: your clients.
Launch in Days, Not Months
Skip 12+ months of product development. WealthSignal's full-stack education platform deploys to your brand in hours. Your clients are live before your competition has even started planning.
Institutional-Grade Technology
Your clients get access to algo signals, portfolio analytics, paper trading simulators, and structured learning paths — the same tools that used to be reserved for hedge funds.
Your Brand, Their Experience
Full white-labeling means your logo, your colors, your domain. Your clients never know the infrastructure beneath — they only see your firm delivering a world-class experience.
Algo Signals Dashboard
Give your clients visibility into market signals, trend indicators, and educational context behind every signal. Turn data into actionable learning — simulated, compliant, and safe.
Compliance-Friendly by Design
Paper trading only — no real money at risk. Built with SEC registration in progress. Custom compliance reports, audit trails, and data export for your compliance team.
Scale Without Limits
Start with 100 clients and scale to unlimited. As your AUM grows, your platform grows with you — no rebuilding, no migrations, no infrastructure headaches.
Built for Your Industry
WealthSignal powers firms across the financial services ecosystem.
How It Works
From signup to launch in three steps.
Choose Your Plan
Pick the tier that fits your firm size — Biz Starter for up to 100 clients, Biz Growth for up to 500, or Enterprise for unlimited scale.
→Customize Branding
Upload your logo, set your brand colors, configure your custom domain. Your dedicated onboarding team handles the technical setup.
→Launch to Clients
Import your client list, send branded invites, and go live. Your clients get a fully branded investing education platform — powered by WealthSignal.
Trusted by Financial Professionals
Firms using WealthSignal to power their client education.
"We went from concept to live client portal in under a week. Our clients now have a branded experience they actually use — instead of another PDF to ignore."
"The algo signals dashboard has become a conversation starter with clients. They come to reviews already understanding why the market moved — it's transformed our advisory practice."
"Building this ourselves would have taken 18 months. WealthSignal got us to market in days. The API access lets us integrate it seamlessly with our existing stack."
Frequently Asked Questions
Everything you need to know before getting started.
Ready to Power Your Platform?
Join the RIAs, financial advisors, and fintech firms using WealthSignal to launch branded investing education platforms for their clients.