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September 12-14, 2022
The Marriott Marquis Times Square, New YorkNew York, NY



After launching around our direct indexing systems and capabilities in 2017 WealthFactor, in late 2020, pivoted to developing software to enable those with a bit more complexity in their financial situation to manage their wealth (wealth technology).

We are in late stage UX design for our software designed to make managing wealth simple accessible and transparent.

Our mission is to remove the unnecessary layers of people, process and fees the create unnecessary complexity and risk in investment related services.

Headquartered in Lake Oswego, OR, and founded in December 2017. Seeding Seed funding. 

Tags: Financial planning, Investing/Alternative investing, Wealth Management