New York, NY Office

Wealth More Enterprise provides investment advisory and financial planning services to individual clients through a mobile-first platform. The firm offers discretionary portfolio management via a wrap-fee program and tiered advisory plans (Invest+ and Premium+), and also makes a standalone financial planning session available.

The firm’s investment process combines proprietary software-based risk scoring and algorithmic account management with four model portfolios (Conservative, Balanced, Moderate, Aggressive) that are implemented and rebalanced on a discretionary basis and reviewed by an internal investment committee. Clients link external accounts to the platform and may request human advisor consultations via chat, direct message, or video; the algorithms continuously monitor accounts but advisors implement changes when engaged.

Wealth More is the sponsor and sole portfolio manager for its wrap-fee program and collects subscription fees through a third-party payment processor, a structure that differs from the percentage-of-AUM approaches common among peers and creates specific bundle-and-trade considerations disclosed in the brochure. The firm also operates across six offices and discloses promotional, referral, and public educational activities, features that are less common among similarly sized team advisory firms.