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m2Wealth Reviews, Pricing, Features & Alternatives in 2026

m2Wealth is a smart wealth management platform providing clean, accurate financial data and advanced automation to help you manage complex portfolios, reconcile transactions, and deliver precise performance and income analysis.

Wealth Management Software Investment Management Software Portfolio Management Software Financial Data Aggregation Tools
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Founded • Switzerland • Cloud-based
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Product Overview & Demo

Main Demo Video

Overview
Features
Setup

What is m2Wealth?

m2Wealth is a sophisticated wealth management software designed for banks, custodians, family offices, investment advisors, and asset managers. It enables you to aggregate and cleanse data from multiple sources to create a single source of truth for complex portfolios spanning various asset classes including derivatives, private equity, funds, and crypto. The platform uses artificial intelligence to automate back-office workflows, slashing costs while ensuring portfolio integrity and meeting operational deadlines.

With m2Wealth, you gain access to high-quality enriched data delivered via scalable APIs and plug-in components, allowing you to manage reconciliations, verify corporate actions, and conduct detailed performance, income, and tax analysis. This software empowers you to handle multi-custodian environments, reconcile capital flows, and efficiently manage entitlements and withheld taxes. It is built to serve financial professionals requiring accurate, timely data and advanced reporting capabilities in a compliant, automated environment.

Screenshots & Interface

Dashboard View

Main dashboard with project overview

Kanban Board

Kanban-style task management

Timeline View

Gantt chart timeline view

Automations

Workflow automation builder

Key Features

Integrations

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Pricing Plans

Pros & Cons

Pros

Cons

Who Should Use m2Wealth?

Best for Company Sizes

Popular Industries

Our Verdict

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User Reviews

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