About Pascal WealthTech

Designing digital technology to empower financial advisors.

Helping advisors succeed requires a strong sense of purpose, a clear vision, global partners and an experienced team with solid values that are committed to delivering our mission.

• OUR VISION
• OUR MISSION
• CORE VALUES

• We design wealth management technology that makes the advisor’s world better. Advisors have never faced more challenges — technology shouldn’t be one of them. Better client relationships. Better investment outcomes. Better compliance. Better productivity. Pascal WealthTech helps make advisors and their practices better.

• To be a wealthtech leader by designing digital technology that makes the advisor’s world better.

• Innovation

  We continually innovate to grow with our advisors, thinking outside of the box in developing solutions to advisor challenges and ensuring we stay ahead of their needs so they can be better.

  Integrity

  We are the trusted partner of advisors, listening to their needs, acting with transparency and always in their best interests.

  Reliability

  Advisors can count on us to do what we say we’re going to do, when we say we’re going to do it.

  Simplicity

  We harmonize and modernize the advisor practice with simple, easy-to-use solutions that help make advisors better.

  Focus

  We zero-in-on the essential tools advisors need and seamlessly integrate them into an end-to-end platform.