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Wealthminder is a digital marketplace dedicated to helping people find and connect with licensed financial advisors. Two thirds of American households are not on track to achieve their financial goals, yet those who work with an advisor are much more likely to both achieve their goals and to achieve higher returns on their investment portfolios. Plan wisely. Live fully. Get started today.
Wealthminder helps achieve long-term financial goals. They help to create a professional financial plan.
Portfolio Allocation. Provides financial plan based on both their needs and their risk tolerance.
Subscription Based Revenue Model
Financial advisors - Robust marketplace that drives new business and a SaaS platform to create a financial plan, deliver recommendations, track progress and automate follow-ups. Consumers - To connect with a highly-trained professional financial advisor who can help to achieve your long-term goals.
$11.37 M in 2015
SERIES A · $425 K · May 2016
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