{"name":"Wealthsnap","domain":"wealthsnap.io","url":"https://optimly.ai/brand/wealthsnap","is_claimed":false,"categories":["wealth-management-investing"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"Securely collects client data through simple, portal-free digital forms delivered via text or email; ensures data privacy by not storing client PII; integrates directly with CRMs to maintain a single system of record; built with 20+ years of wealth management domain expertise to address industry-specific data challenges, including AI and data readiness.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://wealthsnap.io","updated_at":"2026-10-04T00:03:37.930000+00:00"},{"key":"description","label":"Description","shape":"text","content":"Wealthsnap provides a client data completion platform that allows wealth management firms to create and send digital forms via text or email to collect or confirm client information without the need for PDFs, portals, or extensive back-and-forth. It integrates with CRMs like Wealthbox to update client records and improve data completeness for compliance, workflows, and AI readiness.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://wealthsnap.io","updated_at":"2026-10-04T00:03:37.930000+00:00"}]},{"header":"Offerings","sections":[{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Digital forms for client data collection and confirmation\nAPI for enterprise integrations\nCRM synchronization (native Wealthbox integration).","source_type":"1p_website","source_label":"Brand's website","source_url":"https://wealthsnap.io","updated_at":"2026-10-04T00:03:37.930000+00:00"},{"key":"pricing","label":"Pricing","shape":"text","content":"Subscription-based plans for advisors and RIAs (per month, tiered by users); custom deployment and volume pricing for enterprise organizations.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://wealthsnap.io","updated_at":"2026-10-04T00:03:37.930000+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Financial advisors, Registered Investment Advisors (RIAs), small to mid-size wealth management firms, large RIAs, broker-dealers, custodians, wealth platforms, and enterprise organizations.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://wealthsnap.io","updated_at":"2026-10-04T00:03:37.930000+00:00"}]}],"last_refreshed_at":"2026-10-04T00:03:37.930000+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=wealthsnap"}