Business attention software for Wealth Managers like never seen before. This comes with a packaged software for consumers that they would actually use.
WealthGenie (Enterprise) uses advanced Artificial Intelligence to help businesses focus on what matters most. Our platform identifies key priorities, driving growth, efficiency, and smarter decision-making, so you can unlock your business's full potential.
Try NowWealthGenie (Consumer) gives you a personal financial assistant through your registered advisor. With an intuitive conversational interface, you can easily get financial help, access services, and connect with registered partners seamlessly.
"Mr. Atre, with great insights into the business and decades of experience, is mentoring us to build the CRM his organization could use to accelerate."
"Mr. Ajinkya Abhyankar, with decades of experience and a keen interest in reinventing and growing, has been crucial in our product development."
"Mr. Bhushan Wani, is a highly regarded financial expert With deep understanding of Technology."
CAGR Labs Pvt Ltd offers a comprehensive marketplace and enterprise software to enhance productivity and service for financial product distributors.
Our mission is to enhance financial health by delivering innovative AI-driven solutions and advanced data analytics through a B2B2C model, providing impactful insights and solutions to businesses and their end customers.
To revolutionize the financial management sector by becoming the leading provider of AI-powered solutions, transforming how individuals and businesses achieve financial success and stability globally.
Our Belief:
At CAGR Labs Pvt Ltd, we believe in democratizing access to professional financial services, ensuring that every individual, regardless of their background, can benefit from expert guidance globally. As the number of retail investors continues to surge, the availability of regulated, professional services has struggled to keep pace. We are committed to bridging this gap, empowering retail investors by connecting them with the right partners, and enhancing their financial literacy. Our mission is to make sophisticated financial advice and services accessible to all, enabling a more informed and financially secure society.
Chief Executive Officer,
Director
Chief Technology Officer,
Director
Mentor,
Director
HR & Admin Manager
Founding Engineer
Associate Account Manager
Senior Data Scientist
Software Engineer (Intern)
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Kohinoor World Tower, Tower -3, 703, Old Mumbai Pune Highway, Pimpri.
