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Financial professionals in a boardroom

Built for Kenya's fund managers and advisers.

Fund managers, investment advisers, and financial services firms run on WealthPro, from market intelligence and client management to compliant fund operations software.

Why institutions choose us

Built for professional operators.

Built for compliance

Workflows built around CMA, CBK and RBA disclosure rules, with clear disclaimers on every tool.

Built for African markets

Designed for NSE-listed instruments and Kenyan pension and SACCO structures, aligned to OECD/INFE standards.

AI-native

WealthPro AI intelligence embedded across the institutional stack.

Investment & wealth management advisory

Objective-led advisory, governed by a written IPS.

For SACCOs, funds, trustees, and corporates: we map your objectives, explore regulated solutions that fit, and draft a bespoke Investment Policy Statement that anchors fiduciary decisions, powered by WealthPro FIS and WealthPro AI, with IMS and WAPM to follow.

CMA Investment Adviser and ISPP licence applications pending, expected 18 to 24 months, register your interest and we’ll onboard you on approval.

  1. 1Map your objectives & goals
  2. 2Explore regulated solutions that match
  3. 3Draft a bespoke Investment Policy Statement (IPS)

See the institutional stack in action.

Start free on WealthPro FIS or book a demo of the full platform.