Upgrade Your Offering with a Turnkey Wealth Solution
We enable enterprises to offer their customers a powerful wealth solution with no heavy lifting.
Expand Your Offering
We enable companies to rapidly expand their product lines into wealth management. Huddl and our partners handle all of the heavy lifting, so you can deepen customer relationships and your value proposition. Huddl truly provides a seamless wealth solution.
Grow Your Business
Our platform was designed to allow individuals or firms to grow their retail customer segments and expand product distribution. We handle the platform, software partnerships, and personalized customer interactions, while you focus on your core competencies and growing your business.
Friction Eliminated
Whether expanding your product set or enhancing your current business, new and existing customers demand a unified solution for banking and wealth management. Easily add the most innovative, engaging and powerful wealth management solution in the industry in a matter of days, not months.
Our Product – Consumer Benefits
Our end-to-end platform brings your customers a new era of wealth management at the touch of their fingertips. Our unique aggregation technology allows your customers to invest like they have millions in assets. This technology enables your customer to access:
The First Solution that Delivers the Next Generation of Wealth Management
Why Huddl?
Scale with Confidence
We’ve pre-integrated leading vendors to perform all necessary functions at scale. Focus on expanding your services and attracting customers, not on technology.
Compliance Covered
Huddl leverages licensed banking partners and trusted investment advisors registered with the SEC to ensure full compliance.
Integrate in Days not Months
Huddl is a fully scalable, end-to-end wealth platform that can be integrated on your mobile application or website in a matter of days.
Ready? Let’s start a conversation.