Give personalized advice
on autopilot

We've automated the mundane tasks so you can launch, run and scale an independent advisory business with ease

Get In Touch

Your relationships,
your business,
your way.

Your clients trust you, not the logo on your business card. Take back control of your business.

Go Independent

Take control of your business and run it the way that works best for you and your clients.


Security is our top priority in all of our apps and in our integrations. We make sure your client data is never at risk.

Beautiful Apps

We ensure our apps meet the design standards of modern tech companies.

Fully Customizable

We built the platform in a way that lets you 10x productivity out of the box, but always gives you flexibility to match your brand and unique value proposition.

Give top tier service to every single client

Our customizable automations let you hit the ground running by giving top tier support to all of your clients that scales as you do.

More Features

What sets us apart

Financial Graph

Our proprietary Financial Graph database lets us help you connect the dots and give proactive advice like never before imaginable.


Every aspect of your processes can be automated in a way that is customizable to your business.

App Ecosystem

Get your own custom development done or use 3rd party integrations to make sure you can deliver your unique value proposition as you scale.

Learn More

Better outcomesfor you and your clients

Keep more of what you earn and give better advice at scale. It's a win-win for everybody but your current dealer.

Keep 100% of your revenue
Leverage lifetime capital gains exemption at sale of your business
Create enterprise value and increase sale price of your business
Control all of your costs

What people are saying about us

Here's what the experts are saying about Moment Wealth.

About Us

To be able to give the same service as I do to my top clients for all of them automatically - that is a game-changer!

Portfolio Manager

I used to use so many different systems to run my business.  Salesforce, Mailchimp, our firm's advisor desktop, and more.  Moment blends everything together seamlessly in such an intuitive way.

Investment Advisor

These automations change everything. I can't believe you could automate this much of our processes and still maintain our high-touch and personal feel that our clients expect.

Financial Planner

These people really figured it out.  I thought we had pretty good software before, now I am almost mad at my dealer firm for taking so much for so little value.

Investment Advisor

Latest blog posts

Launch your practice with Moment

We'll be in touch to answer any questions you may have

Get in touch