HNetWorth Inc., located in Stamford, CT, is a software development company providing wealth management Product solutions to small and mid-market financial institutions looking to significantly improve their ability to attract and retain high net worth customers. The product supports desktops for financial advisors, financial planners, investment advisors, broker dealers and asset managers. The product set includes information gathering, financial planning, information management and data (internal) capabilities.
Our vision is to enable the financial advisor community to provide proactive and personalized service to their clients in meeting their investment goals.
We believe that the best way to create successful relationships with high-net-worth individuals is to satisfy their desire for control, specialization and convenience through product offerings supported by tailored service and customization. This is the guiding principle behind HNW's products and solutions, strengthened by our full focus and expertise on the high-net-worth market.