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WealthBar is a full-service online financial advisor using technology to make financial planning and investing more efficient and convenient.
PRODUCTS & SERVICES
Online financial planning & portfolio management services for individuals & HNI's. WealthBar - Provides semi-automated financial advice, constructing diversified portfolios using low-cost exchange-traded funds (ETFs).
WealthBar charges 0.6 to 0.35 % management fee and varied with investment slab. It also offers free accounts for those with less than $5,000 to invest.
online portfolio management
Nicola Wealth Management
DATE OF LAST FUNDING
TOTAL FUNDING COMMENT
Venture funding: $5.5 M
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