Wealthminder
wealthtech-retail . personal finance management
STATUS: Acquired/Merged
FOUNDING YEAR: 2013
LOCATION: United States
Last Update: 19/01/2021
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About
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.
MEDICI Analysis
Wealthminder helps achieve long-term financial goals. They help to create a professional financial plan.
Focus
PRODUCTS & SERVICES
Portfolio Allocation. Provides financial plan based on both their needs and their risk tolerance.
REVENUE MODEL
Subscription Based Revenue Model
COMMENT
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.
Traction
VALUATION / MARKET CAP:
$11.37 M in 2015
COMPANY TYPE:
For Profit
People
FOUNDERS
Rich Ellinger
Matt Hagopian
Matthew Hagopian
BOARD MEMBERS AND ADVISORS
Bobby Yazdani
Sheryl Garrett
Marie Swift
NUMBER OF EMPLOYEES
1000+
INVESTORS:
Momentum
FUNDED
YES
NUMBER OF FUNDING ROUNDS
3
TOTAL FUNDING
$1.88 M
DATE OF LAST FUNDING
May 2016
IPO STATUS
Private
SEED & PRIOR FUNDING
$1.45 M
SEED CLOSED ON
May 2015
FUNDING SERIES
SERIES A · $425 K · May 2016
LISTED
NO
company provided insights
M&A
ACQUIRED BY
coinpay
ANNOUNCED DATE
Feb 2017
PRICE
---
company provided insights
Web Traffic
MONTHLY VISITS
52,360
AVERAGE VISITS (6 MONTHS)
75,538.44
MONTHLY VISITS GROWTH
-36.18%
VISIT DURATION
77
VISIT DURATION GROWTH
72.07%
PAGE VIEWS VISIT
1.43
PAGE VIEWS VISIT GROWTH
-8.47%
BOUNCE RATE
78.02%
BOUNCE RATE GROWTH
1.13%
GLOBAL TRAFFIC RANK
565,115
MONTHLY RANK CHANGE
67,985
MONTHLY RANK GROWTH
13.68%
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