CRM Advisor CRM Meeting notetakers Client portals Onboarding and account opening

WealthY

Canadian-hosted CRM, client portal and AI meeting platform for dealers, wealth firms and advisors

Toronto, ON, CAFounded 2022wealthy.toNot yet confirmed by the company

What it does

WealthY is a white-label wealth platform for the Canadian market, sold to dealers, advisory firms and individual advisors, with separate workspaces for dealer admins, firm owners, support staff, advisors, sales teams and clients. Data is hosted in Canada and the vendor positions it for CIRO member firms.

The advisor side includes a CRM with households, KYC and suitability records, notes, tasks and a pipeline, AI inbox triage and drafting, booking pages, and meeting intelligence that can record Zoom or Teams calls. Higher tiers add a dialer, sequences and campaigns, and a branded client portal with account opening, transfers and withdrawals by e-signature and custodian data feeds. Outbound messages and transcripts can be archived to Global Relay or Smarsh, and dealers get roll-up and CIRO reporting. It connects to Wealthbox, HubSpot, Salesforce and Redtail.

WealthY was founded in 2022 and is based in Toronto. Per-seat plans are published: Base 129, Pro 199 and Pro + Custodian 249 per seat per month.

Best for

Serves: RIAs, Broker-dealers

Features

Advisor CRM with KYC and suitability records
Branded client portal
Digital account opening and transfers with e-signature
AI meeting recording and summaries
Dealer roll-up and CIRO reporting
Compliance archiving to Global Relay or Smarsh

Pricing and deployment

Pricing model: Per seat
Published pricing: Base 129, Pro 199, Pro + Custodian 249 per seat per month (currency not stated); Pro + Custodian setup fee waived with annual plan
Deployment: Cloud