Wealthminder

wealthtech-retailpersonal 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:

Bobby Yazdani

Green Visor Capital

Signatures Capital

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
Acquisitions

M&A

ACQUIRED BY

coinpay

ANNOUNCED DATE

Feb 2017

PRICE

---

company provided insights
Web Traffic

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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