About Pascal WealthTech
From compliance to competitors, wealth advisors are facing a growing list of challenges. Technology shouldn’t be one of them.Request a demo
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.
InnovationWe 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.
IntegrityWe are the trusted partner of advisors, listening to their needs, acting with transparency and always in their best interests.
ReliabilityAdvisors can count on us to do what we say we’re going to do, when we say we’re going to do it.
SimplicityWe harmonize and modernize the advisor practice with simple, easy-to-use solutions that help make advisors better.
FocusWe zero-in-on the essential tools advisors need and seamlessly integrate them into an end-to-end platform.
The pascal team
An Experienced Leadership Team
Our leadership team has more than 125 years of experience in both financial services and technology, with a proven history of building innovative companies that have created outstanding shareholder value.