Our story

Built by people
who know the work.

More than 20 years in wealth management shapes our approach to client data, advisor workflows, and the last mile between a firm and the people behind its information.

George’s story

Founder video coming soon.

Why we built WealthSnap™

Collecting and confirming client information should be simple. We built WealthSnap™ as a companion application for Wealthbox so clients can update their information through a form and your team can use it in Wealthbox.

George Guidotti

Co-founder · Wealth-management perspective

Michael Keszkowski

Co-founder · Engineering

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On the Kitces AdvisorTech Map

WealthSnap™ is listed in the Client Data Gathering section. You might need a magnifying glass—it’s a big map—but you’ll find us there.

Find us on the map

Have questions? Talk to WealthSnap™.

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For enterprise teams, we scope API integrations to your firm’s systems and workflows.

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