Wealth Management Platform

Wealth Management Platform strives to unlock the full potential of your business by specializing in the
deployment, configuration, training, integration and optimization of your Addepar Instance.


Wealth Management Platform lives on the top of data aggregation software by allowing clients to have a more in-depth experience with their data and be able to do functions/operations with their data. For Wealth Management Platform, maintaining confidentiality of client’s information is critical for the company’s success.

Imea system provides all the software development work with dedicated Scrum Teams , design and PO/PMs.

Our mission: Wealth Management Platform aims to be the best in the wealth management industry by creating new standards for financial technology. We support financial companies to build better reporting tools which allow them to take better care of our underlying clients.

Target market: We provide integrated software data for financial advisors, family officers and wealth managers.

Fields of interest: As our clients are from the financial industry we aim to empower the field implementing latest technological solutions, automating all the processing which lets to trigger customer experience and direct it to the sales funnel.