Your trusted technology partner in wealth management
We are an innovative B2B2C provider of SaaS-embedded, white-label solutions tailored for financial services companies.
Our Partners
Who we are
Financial Solutions Innovators
With a team of seasoned experts in financial technology and services, we deliver a robust Wealth Platform and Infrastructure Solution that seamlessly integrates investing, modern cash management, custody, and clearing services across multiple asset classes.
Our platform provides comprehensive, scalable financial solutions designed to meet the evolving needs of financial institutions and their clients.
What we do
Empowering financial institutions with embedded white-label SaaS solutions
Our platform combines investing, cash management, custody, and clearing across diverse asset classes, accessible through a proprietary user experience, RESTful APIs, or third-party platform integrations.
By delivering flexible, secure, and scalable tools, we help financial institutions enhance their offerings, streamline operations, and drive growth in a competitive market.
Achieve digital transformation
We collaborate with you to craft exceptional customer experiences, transform interactions, and redefine empowerment.
We empower
your mission
Shifting customer expectations, rapid technological advancements, and the rise of a new FinTech ecosystem are unlocking significant growth opportunities for traditional financial institutions.
Work with experienced partner
We're a modular organization built by capital markets and banking technology veterans. Our team of seasoned professionals delivers a range of skills to support our clients.
Wealth Cabinet
Financial Technology CUSO
Wealth Cabinet Financial Technology CUSO (WCFT), a subsidiary of TAPP Engine, empowers credit unions to compete with direct-to-consumer WealthTech solutions by offering white-label platforms focused on self-directed investing, automated advice, and embedded financial literacy tools.
WCFT CUSO is partnered with and partly owned by some of the leading CUSOs in the industry, including Reseda Group and One Washington Financial. Designed specifically to fit credit unions' operating models, our platform provides the technology and expertise credit unions need to expand their offerings, deepen member engagement, and maintain a competitive edge in the financial marketplace.
