Wealth2K, Inc
75 Arlington St Ste 500
Boston, MA 02116
Wealth2K, Inc., based in Boston, MA, specializes in innovative financial solutions, including the Income for Life Model and AI-driven tools for financial advisors. The company focuses on empowering clients with strategies for income planning and wealth management, particularly targeting women and constrained investors.
Founded by David Macchia, Wealth2K, Inc. is committed to enhancing the financial advisory experience through advanced technology and personalized planning. Their offerings include the AI Annuity Assistant and enterprise income planning solutions designed to meet diverse client needs.
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