Optimizing your relationship business

Responsible for dozens of high-touch human clients?

Wasting time and money running sophisticated tech?

Wealth Kitchen is here for you, your team, and your clients.

Our Solution

Schedule a Demo

Get more out of the tech you're already paying for.

Save time & money to focus on what matters.

Proprietary Indexing Algorithm

Prioritize relationships based on value and stickiness

3rd Party Integrations

Leverage smart priority scoring across all software apps

Using CRM as your hub?

Improve user experience by

automatically updating records

One platform, seamless experience across applications for better relationship management without the IT headaches

less work running CRM alongside other tools | attach "who" and "why" across apps | eliminate churn from preventable issues | more ROI from installed tech | grow by focusing more on what matters

Our Solution

Schedule a Demo

Relationship managers spend up to 65% of time on non-advisory activities at work.

According to research by McKinsey

Optimizing your relationship business

See how we transform your workday.