SOFTWARE FOR THE NEXT GENERATION OF WEALTH MANAGEMENT.

We help wealth management firms and wealthtechs build products, modernize operations, and adopt AI—so they can deliver better client experiences, operate more efficiently, and free advisors to focus on relationships.

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/why us

about us

Why firms choose Rooftop

/01

We speak wealth too

Years working alongside wealth firms and investment platforms gives us a deep understanding of the business behind the software.

/02

Let’s think in systems

We design software around the entire wealth ecosystem—from advisors and operations to client experience—not isolated features.

/03

An execution advantage

Years of building financial products help us reduce delivery risk, accelerate implementation, and focus on what makes your business different.

/our solutions

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Wealth Suite

/01 - Core products

Wealth Suite

Pre-built software for modern wealth firms.

Build on top of pre-built products shaped by years of product engineering, reducing implementation time and letting your team focus on what makes your firm different.

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Product Engineering

/02 - Custom products

Product Engineering

Custom software for fintechs and financial firms.

From new fintech products to internal platforms and AI solutions, we help ambitious teams build, launch and scale complex financial software.

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"WHAT STOOD OUT MOST ABOUT THEM WAS THEIR ABILITY TO OPERATE AS A TRUE EXTENSION OF OUR INTERNAL TEAM."
Joan Torres /VP OF PRODUCT - WORLD MOBILE