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What good benefits
look like.
The Firm
We are committed to building lasting relationships with our clients, grounded in trust and a shared mission to enhance wealth and secure a better financial future.
As your dedicated partner, we guide you through the complexities of financial markets, helping you anticipate trends and seize opportunities. By taking the time to deeply understand your goals, we tailor strategies for wealth creation, retirement planning, and asset management. Our adaptive and client-focused approach ensures that our solutions consistently align with your objectives, risk appetite, and values, helping you achieve long-term financial success.
WHY Wealth Builder Finance
Who we are
Our company values
Wealth Builder Finance is one of the world’s leading independent asset managers. Since our foundation in 2016, We are first and foremost an investor in our own strategies and believe that fact alone is the best measure of our confidence in our ability to source, close, develop and exit businesses profitably.
USD 10 B+
Client assets under management (USD)
5M+
Clients
926
Investment professionals
150+
Client locations by country/region
Deep expertise in a complex and specialized area
Private equity has come a long way since the early days of leveraged buyouts. Today, the private equity universe spans numerous strategies with varying levels of risk and highly dispersed returns across a vast and ever-evolving universe of opportunities.The complexity and scope of this opportunity set—and the importance of finding and investing with the limited universe of managers who can deliver outperformance—requires extensive resources and specialized expertise.
That’s why our senior private investments team, with an average of nearly 20 years of industry experience, is located around the globe to help us find and access the funds that we believe can drive portfolio outperformance.
Yesterday's pioneers, today's leading-edge investors
As one of the earliest proponents of private markets investing, we have been partnering with sophisticated institutional and family investors to shape the global private markets investment landscape for five decades. We are a leader in private markets investing, often being the first stop for new and emerging managers who are spinning out from larger firms.And while private investments have consistently proven to drive portfolio performance for investors with meaningful allocations, there is a wide dispersion in returns between the best and the rest.
That’s why we have continually invested in the resources, experience, and infrastructure to source, evaluate, and access high conviction private investments around the globe.
ALIGNED TO INVESTOR GOALS
Our globally consistent approach ensures we remain focused on helping investors achieve their goals. Every investor is unique. Whether it's a tailored solution to ensure your plan is fully funded, or the steady income to fund a great life after work, our approach ensures we remain focused on helping investors achieve their goals.
Starts with the Investor
What balance of assets offers the highest likelihood of reaching the goals?
What is the best way to access those assets?
What is the most efficient way to implement?
How should we optimize over time?
You've got goals. We've got solutions.
Throughout our history, our approach has remained consistently focused on identifying investments that optimize the balance between risk and return. The hallmarks of our approach are advantaged sourcing, relentless focus on areas where we have resident knowledge, and tangible operational value addition. Our private equity, real estate, and data infrastructure groups are highly engaged with our portfolio investments to help them reach their full potential. Adhering to our stable, disciplined, and relationship-focused approach, we endeavor to build leading companies and assets.
Trading & investing
Invest the way you want to Whether you are an active trader or investing in the future, we can help you reach your goals.Retirement
Your future starts now Whether you want to manage retirement planning on your own or have us guide you, we’re here to help along the way.Spending & saving
Do more with your money Fidelity cash management products help you spend and save smarter so you can reach your goals.Wealth Management
Work with a dedicated advisor We'll partner with you on a customized plan designed to help grow and protect your wealth.PRIVATE EQUITY
We tailor comprehensive private equity investment solutions for all types of investors by partnering with top private equity fund managers.
Our growth since inception is fueled by a diverse investor base increasingly seeking to
gain or increase access into the private equity asset class. We believe it is important
to offer clients a flexible approach that provides access to quality fund managers
through a variety of investment solutions.
At Wealth Builder Finance, we value a collaborative environment. We keep an open and curious mind
when evaluating investment opportunities, yet remain highly disciplined in our
selection.
STRATEGIC ADVANTAGE.
We gain advantage in the market due to our team’s experience which offers us resources that give us an edge over our peers. Our advantage is complemented by a comprehensive, diversified investment approach.
PROGRAMS & SOLUTIONS.
Wealth Builder Finance. has developed a number of investment solutions to assist investors with their goals of accessing the private equity asset class. These programs can accommodate investors of various sizes and provide access to different sectors (i.e. buyout, venture capital, growth, distressed/turnaround, and credit), vintage years, geographies, industries and stages. We work very closely with investors in finding the right solution for their portfolios and in developing programs utilizing a variety of approaches.We value a collaborative environment while keeping an open and curious mind when evaluating investment opportunities, yet remain highly disciplined in our selection.
Sector focus
PRIVATE EQUITY
REAL ESTATE
INDUSTRIAL AND ENGINEERING
SERVICES
Top Reviews
Wealth Builder Finance provides a broad selection of financial instruments across a wide range of different asset classes, Including:
- Cryptocurrencies
- Commodities
- Indices
- Bonds
In the U.S, its product line caters solely to spot forex trading, unleveraged Cryptocurrencies & Indices through its affiliate
The broker's website lists multiple ways that clients can contact Wealth Builder Finance, FAQs and website client support were satisfactory, but repeated attempts to contact via "live chat" proved to be unsuccessful. Social media support is not available, although they do have social media accounts where they post market analysis and company information.
Phone support is the quickest way to have questions answered by a real person. There is a small menu to choose from at the start of the call. Wait times will vary based on call volume, but during a normal day you can expect to wait several minutes before being connected with a representative. Email support is available for more in-depth questions but expect to wait one to three business days for a response.
Client experience is divided into three categories-beginner, intermediate and advanced, while themes range from the industry norm of providing market basics, such as fundamental and technical analysis, risk management and trading strategies to platform tutorials. A comprehensive glossary is also available
Basic real-time information about client activity such as balances, transaction activity and profit/loss breakdown can be found on the platform. Wealth Builder Finance does not provide a trading journal nor do they provide tax accounting tools on the platform. Unlike some competitors, Wealth Builder Finance does not have a built-in tool for analysing trading activity in any of its platforms
Wealth Builder Finance's market analysis and insights are on par with industry standards and serve to connect traders to the markets and supplement its educational resources.
Wealth Builder Finance's platform offers Trading Central, a third-perty vendor that provide technical analysis reports along with an economic calendar, Reuters news feed and proprietary news and analysis market-wrap articles. Additionally, a margin calculator and an array of trading and charting tools can be found on all of its trading platforms. The broker's "premium" and "pro" accounts have the option of receiving research tailored to the client's needs
"At Wealth Builder Finance we have always adopted a flexible and innovative approach to investing and then transforming our companies"
PRIVATE EQUITY:
Led by seasoned senior professionals, our investment teams have strong transactional, operational, and analytical expertise enabling them to oversee an investment from sourcing and acquisition, through the value creation phase, and to the eventual sale of the business.Throughout our hold period, our talented investments teams collaborate with our operating professionals and management teams to build stronger, more resilient businesses.
Identifying the Right Strategies for Different Investor Preferences
Rebalancing: Keeping Allocations on Track
Our Goal
Promoting Healthier Futures
We believe pervasive health issues stand in the way of people building, maintaining and enjoying wealth in life. That’s why we work to promote the financial and emotional well-being of those impacted by health issues, so each person can live an enriching life.
A culture of caring for each other
Making a positive impact in the lives of our clients, colleagues and communities starts with the care and support we provide our associates to address their own physical, emotional, financial and social well-being.
Feed-X Foundation
Giving back to the communities where we live is an important part of our culture. In early 2021, we enthusiastically announced our support of The Feed- X Foundation and its mission to provide food and essential items by funding outstanding programs in the community.Our Edge
Experienced Solutions Provider
Wealth Builder Finance has almost is sourrounded by solid experience building alternatives solutions on
behalf of institutional investors.
Our infrastructure has been designed with the aim of maximizing investment returns through a
solutions-based, customized approach.
Value of Partnership
We have significant experience building long-lasting relationships by providing flexible
investment solutions that can evolve over time.
For the benefit of clients, we have made fee negotiation an integral part of our investment
process while maintaining our focus on the quality of managers with whom we invest.
Diversifying Investment Solutions
We source niche exposures that enable us to build customized solutions. These solutions stand-alone as diversifying alternatives allocations or can be designed to complement existing holdings in traditional asset classes.
We understand the power of partnership
Wealth Builder Finance’s philosophy of alignment of interests has been a guiding principle of our success. We partner with exceptional entrepreneurs, management teams, and corporations that share a common vision for maximizing value creation, and we structure each investment to align the economic interests for all parties.