Wealthtech Software Development Services

Want to build or enhance a robo-advisor solution, portfolio management tool, or micro-investment platform? You've come to the right place!

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Wealthtech Software Development Services We Provide


Relevant provides full-stack fintech consulting services that will help you tackle challenges, minimize costs, and increase the efficiency of your wealthtech development projects.

Custom Wealthtech Software Development

With more than 8 years of expertise in custom software development, we will easily build you scalable wealthtech software with a range of features exclusive to your business.

Third-Party Integration

No matter what applications you want to integrate with your software, you can rely on us. Our skilled team efficiently implements all the integrations using the right toolsets.

Support and Maintenance

Our support services go much beyond fixing errors and bugs. We’ll make sure that your app is reliable, scalable, and up-to-date, which is essential for the success of your business.

Types of Wealthtech Software Solutions We Build



A robo-advisor is a powerful financial tool that will help you collect information about clients' financial situation and future goals and use these insights to provide advice or automatically make investments based on the defined criteria.



This wealth management services type is focused on retirement savings accounts. Robo-retirement tools are top examples of how fintech software helps small businesses and individuals manage their savings plans effectively.


Investment tools

Investment software in wealthtech refers to solutions providing investors with data on investment offers. These may help compare brokers on the market, provide access to an experts' network, or receive investment reports in a newsletter.


Digital brokerage

Digital brokers allow users to become aware of their investment opportunities. These tools enable businesses and investors to receive the recent stock market information, get updates on their investments, and build a good portfolio by replicating successful strategies.


Micro-investment platforms

Micro-investment tools are wealthech applications that allow users to invest small amounts of money regularly. The idea is that the investors do not have to pay a commission, which means they can make investments even if their incomes are small.


Portfolio management

This type of wealthtech software helps investors and financial advisors manage their investment portfolios in one place. With such a tool, users can analyze the investments, forecast, and make decisions independently.

Our Tech Stack

We use only cutting-edge technologies to create sophisticated software that helps you manage your wealth in the most effective way.

Google Cloud
Microsoft Azure

Other Fintech Solutions We Provide

Billing software development

Stuck with outdated solutions that hold you back from success? Build custom billing software with Relevant and solve all the billing challenges you experience.

Mobile payment software solutions

Want to create an app like Paypal? Our experienced fintech developers will build you a payment tool that is up to par with users' increasing demands.

Document management system

Empower your workflows with a custom DMS! We will build an effective, feature-rich, and secure document management system that fully meets your business needs.

Custom tax preparation software development

Want to file tax forms accurately and fast? Our programmers will create robust, easy-to-use tax preparation solutions that ensure an outstanding experience for any user.

Our Portfolio

Developing a SaaS platform that assists UK homebuyers
View case
Automating generation of weekly payroll reports
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Client testimonials

Vahid Walker
Founder of Biderator

We needed skilled staff and no downtime, which is what they’ve delivered. Relevant Software’s flexibility with new ideas, reliability, and transparency add tremendous value to the collaboration, which is foreseen to continue.

Sondre Rennan Nesset
CEO at Sensor Innovation AS

They stayed within our budget and scope, and their deliverables met our expectations. Quality results to-date make re-engagement for further development likely. The project’s thorough discovery phase benefited Relevant Software’s successful execution.

Alexander Sagen
Head of Cloud & Web Software at Airthings AS

They delivered everything they said they would. I'm very happy with them. Relevant Software established a smooth process using agile methodology, while their responsiveness and personable approach contributed to the positive experience.

Paul Carse
CTO at Life Moments Ltd
United Kingdom

We needed a flexible, reliable partner that could turn our idea into reality, one who could quickly provide a team of experts that could design and build our product and infrastructure. Meeting with some of the Relevant team in London, we were impressed by their approach.

Christoph Renk
Founder & CEO of GommeHD.net

The reason we worked with Relevant Software is that they were very proactive about getting information from us. Other companies move slowly, but these guys move fast which is what we liked about them. Before we even kicked off the project, we would go into a lot of detail. That was quite impressive for us.

Ole Jørgen Næss
VP of Product and Engineering at Svenn

We had the challenge to find a trustworthy outsourcing company that we could rely on. Previous attempts ended badly and we needed to find a company that had the skills, good communication and was fair on price. We chose Relevant Software because we felt that they understood our business needs.

Balazs Wellisch
CEO at GameIQ

Relevant Software could adjust to our needs and provide the services that we needed in a way that they became part of our group very quickly. They were dedicated to the project and made sure every stage was made visible to the client.

Andriy Chemes
Co-founder at Radio Skovoroda

We were blown away by the team’s dedication and speed of work. We approached Relevant Software with the goal of creating one of the best online radio experiences in the world. I would say they have successfully achieved this goal.


What is wealthtech?

Wealthtech is a Fintech niche that combines technology and wealth with the idea of improving personal and business wealth management strategies. Wealthtech software solutions (e.g. software for financial advisors) use modern technologies, including artificial intelligence, machine learning, and big data to provide users with the most relevant financial information or advice. We can think of wealthtech software as a collective term for digital tools built to improve asset management and investment processes for individuals and small to medium-size businesses. These are the tools that allow making even minimal investments (e.g., double-digit dollars amount) as they aim to satisfy every customer's needs.

What is the state of wealthtech market?

Here are a few latest trends in wealthtech industry, you can't overlook, according to the CBInsights State Of Wealth Tech Q1’21 Report.

  • Record investments. Q1’21 was the most significant funding quarter in history. Across 86 deals, wealthtech firms raised $5.6 billion, which is more than 2020’s total year-end funding - $5.2 billion.
  • Mega rounds drive the funding boom. In Q1’21 the wealthtech companies raised 9 mega-rounds (deals worth over $100 million). These rounds accounted for 83% of total funding.
  • Retail investing led the growth. Funding of the personal finance and investing applications accounted for 6 of the significant 10 wealthtech deals raised in the first quarter of 2021. One of the most prominent deals refers to Robinhood, an online brokerage, which tapped $3.4 billion in funding, making up more than 60% of all deals in this period.
  • Asia saw the biggest jump in funding. Funding to Asia-based wealthtech companies grew dramatically - a 2,893% increase in between Q4’20 and Q1’21. The wealthtech firms from this region managed to raise $449 million in the first quarter of 2021. Wealthtechs in North America saw a 562% increase from Q4’20, having raised $4.7 billion. And Europe-based wealthtech projects attracted $316 million of funding in the same period, marking a 170% QoQ jump.
What are the advantages of using robo advisors?

The robo advisory market is growing steadily, and it is expected to reach $41.07 billion by 2027. This niche should generate a CAGR of 31.8% between 2021 and 2028. Such numbers aren't too surprising when considering the many benefits of robo-advisors usage. These are:

  • Time and efforts savings. Robo-advisory software performs many of the essential steps in investing. You select the funds and assemble them into a suitable portfolio model, and robo-advisors take care of the rest. After the initial investment, they constantly monitor the investment, send you the reports, and make the necessary rearrangements if needed.
  • Low minimum investment. Robo-advisors are great for small investors, as many of them require a law or minimum investment to open an account. Only a few of them have balances of over $25,000 as a requirement. However, some of these wealthtech platforms will offer you better services and lower prices if you have a balance over a particular amount.
  • Good diversification. Robo advisors divide the users' investments within various exchange-traded funds (ETFs). At least several different ETFs are involved, but sometimes this number may reach 15 funds. So you can have hundreds of various stocks in just one portfolio, which enables excellent risk diversification.
  • Transparency. With robo-advisors, you can get all the information you need and make an informed investment decision. You can easily see in which ETFs or individual stocks your robo-advisor invests and why. You can also get detailed and easy to grasp data on the strategy as well as about the costs. Robo-advisors also provide reports on the investment, so you can keep track of things easily.

If you require more information on robo-advisors, read our blog about robo-advisory software development. And if you are ready to start developing wealthtech software, contact us!

What are the examples of wealthtech software?

Below you can view some of the best wealthtech solutions grouped by type.

Robo-advisors examples

  • SoFi is an American fintech company that wants to become a one-stop-shop for financial services - from insurance to robo-advisory.
  • Betterment is an automated investing service that offers retirement and investment solutions for its clients.

Digital brokerage examples

  • TD Ameritrade is an online brokerage that offers automated trading, self-directed brokerage accounts, education savings accounts, retirement accounts, and more.
  • Tastyworks is a niche digital brokerage platform created for options traders.

Portfolio management software examples

  • OWL Software Personal Portfolio Manager is a solution that allows investors to manage investments effectively by keeping separate accounting for various portfolios.
  • Croesus Advisor is a comprehensive solution for professional portfolio managers built by one of the leaders in SaaS wealth management services.

Micro-investment platforms

  • Acorns is a financial startup that allows users to round up purchases and move the change to the investment portfolio.
  • Public.com is a fintech company that aims to disrupt the culture of investing by allowing people to make investments in stocks with any amount of money.
How much does it cost to develop a wealthtech software?

No two wealthtech apps are created equally, so there's no single answer to that question. The total cost of building a wealthtech solution depends on various factors, such as the type of software (do you want to create an investing app or a robo-retirement platform), the number of features you want to add, third-party API integrations, and even the development approach that your development team use.

One of the significant factors that influence wealthtech solution costs is the programmers hourly rate, which is often defined by developers location. The cost of hiring a fintech developer varies widely based on your outsourcing country, as well as the seniority of programmers. If you can easily hire fintech software developers in Ukraine with an hourly rate of $70 (senior specialist), hiring developers in London will be much more costly.


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