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Partnership and participation

The code is functional, but offered as-is. If you are interested in partnership or working on the core and new features, you can write to

Written with Symfony Flex

GitHub license


Wealth Management, Set Free

Hi, I'm Webo for short. I'm an open source wealth management platform. I help Investment Advisors profitably serve the mass affluent.

Use Cases

  • Help human investment advisors compete with robo-advisors
  • Build your own SaaS robo-advisor
  • Manage a personal portfolio
  • Run multiple RIA firms under a single installation


  • Admin Control Panel - manage installation, including RIA and Client accounts.
  • Client Dashboard - beautiful transaction, holding and performance reports on any screen.
  • RIA Portal - define asset classes and representative securities, setup custom portofilios and multi-tiered billing, create your own risk profile questionnaire, manage clients and document workflows.
  • Rebalancer - automatically rebalance client portfolios to match target allocations at the household or account-level, ad-hoc or on an set schedule.
  • Portfolio Accounting System - integrate with custodians to verify customer demographics and reconcile transactions placed by the Rebalancer.
  • Tax loss harvesting
  • Custom portfolio models
  • Custom risk profiling
  • Integration with financial custodians
  • Automated onboarding, document flow and e-signing
  • Cash generating transactions while maintaining target asset allocation
  • Muni substitution


For installation

  1. Clone The repository: git clone
  2. Move to dir: cd devenv
  3. Build Docker Containers: Run docker-compose up --build -d
  4. Find ID of PHP Container: Run docker ps and look for the container ID (ex. abcd123efg) beside devenv_monolith.php
  5. Create the DB schema: Run docker exec -it abcd123efg bin/console doctrine:schema:create
  6. Load the fixtures: Run docker exec -it abcd123efg bin/console wealthbot:fixtures:load

Once complete, simply go to in your browser to see the demo landing page.


Join our Slack to discuss the project in realtime.


We love pull requests! The details on how to contribute to Wealthbot can be found here.


You can make a donation to sponsor this project:

BTC: 12rXu28cidvH8guAe6t4rRAg2BzdGKS6Zu

ETH: 0x6bdb45921acD0CD4D770a3c791CCf79934A19D7f


Use to easily setup your own wealth management platform



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