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About Us

WealthAxess is looking to democratize financial intelligence through AI-Powered tools and solutions, ensuring its accessibility to all retail investors, to help them to Learn / Trade / and Invest.  We aspire to be a trusted resource for every retail investor, promoting equality for all.

Learn / Trade / and Invest.  Powered by AI

Our Mission

Our mission is to create a platform to allow users to learn, trade, and invest intelligently. We will offer proprietary AI-powered tools, insights, analysis, and financial education to help the users make informed investment decisions. Connecting people with their long-term goals, for today and tomorrow. 

Our Core Values

Innovation

We want to provide every retail investor around the world innovative technology which will help them to start building wealth.

Transparency

Our mission requires great people and partners.  Our goals are aligned, we will work together, fail together and grow together. 

Accessibility

We have a mission mindset and always strive to provide retail investors around the world with the most innovative trading technology.

Meet the Team

Dedication. Innovation. Passion.

Our founders were inspired by the issues in the financial industry, especially after hearing stories from their friends and families about the number of challenges the average retail investor faces and how the average joe is not educated to build wealth despite the recommendation from industry leaders for people to start building wealth at a very young age.  They want to create a free, easy-to-use, and engaging tool to democratize finance for everyday retail investors, just like them.

Be in the Know

Nothing on this website should be considered an offer, solicitation of an offer, tax, legal, or investment advice to buy or sell securities. Any historical returns, expected returns or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. All investments are subject to risk and may lose value.

 

By clicking on any third-party links above, you will leave WealthAxess’s website and link to a non-affiliated third-party website. The privacy practices of those third parties may differ from those of WealthAxess. Therefore, we recommend you review the privacy statements of those third-party websites, as WealthAxess is not responsible for those third parties' privacy or security practices.

 

By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. WealthAxess does not provide comprehensive financial planning services to individual investors.

 

Products offered by WealthAxess are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value.

 

All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

© 2025 WealthAxess.com. All rights reserved.

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