🏢 B2B Platform

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.

Get Started ↓ View Pricing ↓

No real money is currently at risk · Live trading pending SEC review.

🔒
256-bit SSL
Bank-grade encryption
⚡
Launch in Days
Not months
🎨
White-Label Ready
Your brand, your clients
📊
Algo Signals
Institutional-grade
🛡️
99.9% Uptime SLA
Enterprise tier
🏢
Business Starter
White-label education platform for financial advisors training up to 50 clients.
$999.99
/mo
🎉 Save $999.89/yr
💎 Includes all Elite+ features
View all inherited Elite+ features
  • ✓AI Tutor (unlimited)
  • ✓Copy-Trading (all 6 investors, real-time)
  • ✓Head-to-Head Competitions (unlimited)
  • ✓Advanced Analytics (alpha/beta, sector attribution, custom benchmarks)
  • ✓Insider Trading data
  • ✓DCF / Fair Value models (adjustable assumptions)
  • ✓All 6 order types (market, limit, stop, trailing stop, bracket, OCO)
  • ✓Real-time Level 1 + Level 2 market data
  • ✓Extended hours trading
  • ✓Unlimited notifications (in-app + email + push + SMS)
  • ✓Custom benchmarks
  • ✓Full education + certificates + video lessons
  • ✓Tax simulator (full access)
  • ✓English language (more languages coming)
  • ✓Short selling + margin simulation
  • ✓Scanner: full hybrid scoring + daily picks + custom alerts
  • ✓Unlimited watchlists + price alerts
  • ✓Dividend tracker: full DRIP simulation + Aristocrats/Kings screener
  • ✓News & Sentiment: full access + custom alerts
  • ✓Competitions: all 5 types + team creation
  • ✓XP/Gamification: Elite 2x multiplier
  • ✓Ad-Free Experience
  • ✓Priority live trading access
Plus B2B features
  • ✓Up to 50 client accounts
  • ✓10 team seats
  • ✓White-label education platform
  • ✓Custom branding (logo, colors)
  • ✓Email support
  • ✓Monthly performance reports
  • ✓Basic API access (read-only)
  • ✓No AUM fees · No revenue share on user subscriptions
  • ✓Flat $0.50 per-trade fee
🌐
Enterprise
Unlimited users, full white-label, dedicated infrastructure and SLA guarantee.
$4,399.99
/mo
🎉 Save $4,399.89/yr
💎 Includes all Elite+ features
View all inherited Elite+ features
  • ✓AI Tutor (unlimited)
  • ✓Copy-Trading (all 6 investors, real-time)
  • ✓Head-to-Head Competitions (unlimited)
  • ✓Advanced Analytics (alpha/beta, sector attribution, custom benchmarks)
  • ✓Insider Trading data
  • ✓DCF / Fair Value models (adjustable assumptions)
  • ✓All 6 order types (market, limit, stop, trailing stop, bracket, OCO)
  • ✓Real-time Level 1 + Level 2 market data
  • ✓Extended hours trading
  • ✓Unlimited notifications (in-app + email + push + SMS)
  • ✓Custom benchmarks
  • ✓Full education + certificates + video lessons
  • ✓Tax simulator (full access)
  • ✓English language (more languages coming)
  • ✓Short selling + margin simulation
  • ✓Scanner: full hybrid scoring + daily picks + custom alerts
  • ✓Unlimited watchlists + price alerts
  • ✓Dividend tracker: full DRIP simulation + Aristocrats/Kings screener
  • ✓News & Sentiment: full access + custom alerts
  • ✓Competitions: all 5 types + team creation
  • ✓XP/Gamification: Elite 2x multiplier
  • ✓Ad-Free Experience
  • ✓Priority live trading access
Plus B2B features
  • ✓Unlimited client accounts & team seats
  • ✓Dedicated infrastructure
  • ✓SLA guarantee (99.9% uptime)
  • ✓Custom integrations
  • ✓Full white-label (no WealthSignal branding)
  • ✓White-glove onboarding
  • ✓Custom brokerage connections
  • ✓Compliance team access
  • ✓Dedicated support & SLA
  • ✓Early access to real trading features (post-SEC)
All prices exclude applicable taxes. Annual billing = 11 months — get 1 month free. Looking for individual plans? →

Compare all features

Everything across all three B2B tiers — side by side.

🏢 Business Starter 🏛️ Business Growth 🌐 Enterprise
Inherited Elite+ Features (included in all business tiers)
AI Tutor✓ Unlimited✓ Unlimited✓ Unlimited
Copy-Trading✓ All 6 investors✓ All 6 investors✓ All 6 investors
Head-to-Head Competitions✓ Unlimited✓ Unlimited✓ Unlimited
Advanced Analytics (alpha/beta, sector attribution)✓✓✓
Insider Trading data✓✓✓
DCF / Fair Value models✓✓✓
All 6 order types✓✓✓
Real-time Level 1 + Level 2 market data✓✓✓
Extended hours trading✓✓✓
Unlimited notifications (in-app + email + push + SMS)✓✓✓
Custom benchmarks✓✓✓
Full education + certificates + video lessons✓✓✓
Tax simulator (full access)✓✓✓
Short selling + margin simulation✓✓✓
Scanner: full hybrid scoring + daily picks✓✓✓
Unlimited watchlists + price alerts✓✓✓
Dividend tracker (DRIP + Aristocrats/Kings)✓✓✓
News & Sentiment (full access + alerts)✓✓✓
Competitions: all 5 types + team creation✓✓✓
XP/Gamification: Elite 2x multiplier✓✓✓
Ad-Free Experience✓✓✓
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
Client accounts Up to 50 Up to 250 Unlimited
Admin/team seats 10 seats 50 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 Email 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

No real money is currently at risk. Live trading pending SEC review.. Custom compliance reports, audit trails, and data export for your compliance team.

📈

Scale Without Limits

Start with 50 clients and scale to unlimited. As your AUM grows, your platform grows with you — no rebuilding, no migrations, no infrastructure headaches.

Get Started →

Built for Your Industry

WealthSignal powers firms across the financial services ecosystem.

🧑‍💼
Financial Advisors
Educate and engage clients with a branded investing simulator. Give them hands-on practice without real-money risk.
🏛️
RIAs
Registered Investment Advisors can white-label the full platform with compliance exports, audit trails, and branded reports.
💻
Fintech Startups
Skip building an education layer from scratch. Launch your investing product months faster with WealthSignal as your education engine.
🏦
Neobanks
Add an investing education module to your existing banking app. Increase engagement and differentiate your product without a separate app.
🤖
Robo-Advisors
Supplement your automated investing with a paper trading and education layer. Give clients context behind the trades your algorithms make.

How It Works

From signup to launch in three steps.

1

Choose Your Plan

Pick the tier that fits your firm size — Business Starter for up to 50 clients, Business Growth for up to 250, or Enterprise for unlimited scale.

→
2

Customize Branding

Upload your logo, set your brand colors, configure your custom domain. Your dedicated onboarding team handles the technical setup.

→
3

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."

M
Michael R.
Managing Director, Private RIA
★★★★★

"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."

S
Sarah K.
CFP, Independent Financial Advisor
★★★★★

"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."

J
James L.
CTO, Fintech Startup

Frequently Asked Questions

Everything you need to know before getting started.

You own your client data. WealthSignal stores it securely and processes it on your behalf, but it belongs to your firm. You can export all client data at any time, and upon cancellation, all data is returned or deleted within 30 days per your request.
WealthSignal is an educational platform using simulated (paper) trading only — no real money is at risk. All trades are paper trades. We're designed to complement your existing compliance framework, and we provide audit trails and data exports for your compliance team. WealthSignal's SEC registration is in progress. We recommend consulting your compliance officer before deployment.
Business Starter supports logo and color customization. Business Growth adds custom domain support (CNAME) and full branding control. Enterprise tier enables complete white-labeling — no WealthSignal branding appears anywhere, custom integrations, and your own dedicated infrastructure instance. Enterprise can also include custom feature development scoped in your contract.
Business Starter is self-serve — you can complete setup in under a day. Business Growth includes guided onboarding with your account manager, typically 2–5 business days. Enterprise includes white-glove onboarding, typically 1–2 weeks depending on the scope of custom integrations and branding requirements.
Monthly plans can be cancelled any time — no lock-in. Annual plans are prepaid for 11 months (1 month free) and are non-refundable after the first 30 days.
WealthSignal's real-money trading features are in development pending SEC registration. Enterprise clients will receive early access. Your platform will seamlessly upgrade — your clients keep their paper trading history, strategies, and educational progress. We'll provide migration support and advance notice before any changes go live.

Ready to Power Your Platform?

Join the RIAs, financial advisors, and fintech firms using WealthSignal to launch branded investing education platforms for their clients.

View Pricing ↑ Individual Plans →