Wealth2K, Inc.

75 Arlington St. Suite 500, Boston, MA 02116  

Email: support@wealth2k.com  Call: 781-989-5200

 

©2019 Wealth2k, Inc. All rights reserved.

The Income for Life Model, HumanRobo  and Constrained Investor are registered trademarks of Wealth2k, Inc. Timing Risk and UpSellerate are trademarks of Wealth2k, Inc.

human robo

®

automated sales presentations

Wealth2k empowers any financial intermediary able to deliver crisp, compliant sales presentations that lead directly to asset consolidation.

Personalized to each intermediary, HumanRobo leverages the intermediary-customer relationship

to ignite increased productivity.