How a wealth management firm scaled from 500 to 25,000+ clients using robo-advisory technology and AI-driven personalized recommendations.
WealthHub Advisors is a traditional wealth management firm operating with 15 human advisors managing 500 HNI clients. While revenue was stable, growth was capped by advisor capacity. The company wanted to democratize wealth management for mass affluent investors (₹50L-₹5Cr) through automation without sacrificing personalization.
GridMatrix built a robo-advisory platform with AI-driven portfolio recommendations, automated rebalancing, tax optimization, and personalized client communications — enabling 50x client growth while maintaining advisory quality.
The platform is built on a React + Node.js stack deployed on AWS with auto-scaling. The AI engine uses ensemble models (gradient boosting + neural networks) trained on 10+ years of market data and investor behavior. Real-time market data is ingested via Bloomberg APIs. Portfolio optimization uses Markowitz mean-variance optimization with behavioral constraints. All client data is encrypted at-rest and in-transit with role-based access controls. The system processes rebalancing for 25,000+ clients daily during market close. Integration with brokers enables automated trade execution with zero manual intervention.
WealthHub Advisors successfully scaled from 500 to 25,000+ clients while reducing operational costs by 72% per client. By combining robo-advisory automation with human advisor expertise, the company achieved 14.2% average annual returns and 94% client retention. The platform now manages ₹500Cr+ in AUM and has attracted institutional partnerships, positioning the company for Series A funding and market leadership in India's mass-affluent wealth tech segment.
