Wealth Lab
- Company typePrivate
- Founded2000
- HeadquartersGlenview, United States
- Headcount51–100
- GTM typeB2C
- OfferingSoftware
Wealth Lab firmographics
Firmographics- Name
- Wealth Lab
- Legal name
- WealthLab
- Website
- https://wealth-lab.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Ownership category
- akta.pro rank
Wealth Lab industry classification
Industry- Product category
- Trading Strategy Backtesting Software
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Execution-Only / Self-Directed Investing Platforms (FSAAAAAI)
- akta.pro secondary industry
- Automated Rebalancing, Tax-Loss Harvesting & Tax-Optimized Investing Tools (FSAGAEAE)
Keywords
Where Wealth Lab is headquartered
LocationHeadquarters
- HQ city
- Glenview
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Wealth Lab business model
Business model- GTM type
- B2C
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- Software Subscriptions: Monthly and annual subscription plans providing access to the WealthLab platform, backtesting tools, historical data access, and basic charting suite. The Premium plan additionally includes all WealthLab-developed extensions.
- Concierge Support Services: Custom development services from WealthLab creators including C# strategy coding, expert analysis, custom extensions, and one-on-one mentoring at $100/hr.
- Third-Party Extensions: Third-party extensions like finantic.Indicators sold separately at $49.95/lifetime. Extensions require a WealthLab subscription to operate.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Monthly Plan - Entry-level subscription for individuals |
| Subscription | Annual | Annual Plan - Most popular, ~40% savings |
| Subscription | Annual | Premium Annual Plan - All extensions included |
| Other | Pay-as-you-go | Concierge Support - Custom development services |
| One time/ perpetual license | Pay-as-you-go | finantic.Indicators Extension (Third-party) |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
Wealth Lab product offering
Product offeringCore offering
WealthLab is a Windows desktop backtesting platform that lets traders design, test, and execute systematic trading strategies. It combines a drag-and-drop no-code "Building Blocks" interface with a full C#/.NET programming environment, runs portfolio-level simulations against historical data with survivor-bias elimination, and connects to multiple brokers for automated trade execution. The software is sold as a recurring subscription (Monthly, Annual, or Premium Annual).
Product overview
WealthLab is a professional portfolio backtesting platform that provides a unified desktop application (WealthLab Platform) with three subscription tiers: Monthly ($39.95), Annual ($299.95), and Premium Annual ($399.95). The platform centers on the Building Blocks visual no-code strategy builder and a full C# development environment backed by the Wealth-Lab Framework API. Key capabilities include Dynamic DataSets with survivor bias elimination, Genetic Evolver for automated strategy generation, Strategy Designer for visual development, Strategy Screener for market scanning, and Strategy Monitor for live execution. Additional offerings include a Strategy Library of community-published strategies, WealthLab University educational courses, and Concierge Support Services for custom development. Third-party extensions like finantic.Indicators extend the platform's indicator library.
Differentiator
Problem solved
Functional benefit
Brands
- Wealth-Data: End-of-day historical market data service providing survivorship-bias-free data for Nasdaq 100, S&P 500, and German DAX indices with delisted symbols included.
- WealthLab University
- Concierge Support Services
Products and services
- WealthLab Platform Professional portfolio backtesting desktop application for individual traders and systematic traders. Supports portfolio simulation, walk-forward validation, survivor-bias elimination, event-based testing, and multi-broker automated execution via both a no-code Building Blocks interface and a full C#/.NET development environment.
- Concierge Support Services Custom paid development and mentoring services delivered directly by the WealthLab creators at $100/hour. Includes custom C# strategy coding, expert strategy analysis, custom extension plug-in development with full source code, and one-on-one mentoring.
- finantic.Indicators Extension Third-party extension for the WealthLab platform providing 28+ additional technical indicators, a position sizer, ranking mechanism for coded strategies, and a fill probability estimator. Sold separately as a perpetual license at $49.95; requires a WealthLab subscription to operate.
Quantifiable outcome
- Run first backtest in under an hour with no coding required
- +2 more outcomes
Companies that use Wealth Lab
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
Wealth Lab technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
AI capability6 records
Feature9 records
Wealth Lab partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Wealth-DatacoreWealth-Data provides end-of-day data covering Nasdaq 100, S&P 500, and German DAX indices including all delisted symbols back to ~1995. This enables WealthLab's survivorship-free backtesting - key differentiator for institutional-grade methodology.
- Interactive BrokerscoreInteractive Brokers provides real-time streaming data and multi-broker connectivity for automated trading. IB is a pre-configured connection in WealthLab's Data Manager.
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
Wealth Lab competitors and assessment
Company assessmentDirect peers
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Wealth Lab social profiles
Digital presenceWealth Lab financial estimates
Financial estimateRevenue estimate
Valuation estimate
Wealth Lab leadership team
Management profileNumber of profiles
Profiles1 record
Wealth Lab funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Wealth Lab M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Wealth Lab
What does Wealth Lab do?
WealthLab is a Windows desktop backtesting platform that lets traders design, test, and execute systematic trading strategies. It combines a drag-and-drop no-code "Building Blocks" interface with a full C#/.NET programming environment, runs portfolio-level simulations against historical data with survivor-bias elimination, and connects to multiple brokers for automated trade execution. The software is sold as a recurring subscription (Monthly, Annual, or Premium Annual).
Is Wealth Lab a public or private company?
Wealth Lab is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Wealth Lab founded?
Wealth Lab was founded in 2000. It employs 51 to 100 people.
Where is Wealth Lab based?
Wealth Lab is headquartered in Glenview, United States, in the North America region.
How does Wealth Lab make money?
Three revenue lines are on record. Software Subscriptions are the primary driver. The others are concierge Support Services and third-Party Extensions.
Who are Wealth Lab's main competitors?
QuantConnect is listed as a direct peer.
Does Wealth Lab have an API?
Yes. WealthLab provides a C# development environment for building custom trading strategies. The platform offers a comprehensive .NET Framework API with classes for backtesting (Backtester, BacktestSettings), historical data management (BarHistory, TimeSeries), strategy execution (Strategy, UserStrategyBase), position management (Position, PositionList), transaction handling (Transaction), indicators (IndicatorBase), optimization (WFOOptimizer, StrategyOptimizer, StrategyEvolverResult), and options trading (OptionChain, OptionGreek). Extension developers can create custom Historical Data Providers, Broker Providers, ScoreCard and Performance Visualizers, and Optimizer extensions using the Extension API. Developer documentation is at wealth-lab.com/Support/ApiReference.
What industry is Wealth Lab in?
Wealth Lab's product category is Trading Strategy Backtesting Software. Its primary akta.pro industry code is FSAAAAAI, Execution-Only / Self-Directed Investing Platforms, with a secondary code of FSAGAEAE, Automated Rebalancing, Tax-Loss Harvesting & Tax-Optimized Investing Tools. Its NAICS code is 518 and its SIC code is 7372.