Case study – Wealth Desk

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Wealth Desk

Founded in 2016, WealthDesk is an internet-scale investment technology platform that’s building the Unified Wealth Interface (UWI) for the asset and wealth management ecosystem on top of broking. UWI is powered by the WealthDesk Platform and is built on top of the Embedded WealthDesk Gateway (EWG). EWG enables retail investors to seamlessly invest across mobile apps and websites through their broking accounts. WealthDesk captures the entire investment/asset management/advisory value chain from investments on top of equities and ETFs, productizing these into investment products called WealthBaskets, and then enabling large-scale distribution through SEBI-registered broking partners with strong network effects.

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