Wealthminder (Acquired/Merged)

wealthtech (retail) | personal finance management

Follow Send a private message

31 VISITORS | 42 VIEWS

FOUNDING YEAR: 2013

LOCATION:

India

REGION:

VA

Last Update:
18 Oct, 2019

Description

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:

Viewable by subscribers only

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.

PEOPLE

FOUNDERS:

Rich Ellinger, Matt Hagopian

Board Members and Advisors:

Bobby Yazdani, Sheryl Garrett, Marie Swift

NUMBER OF EMPLOYEES:

1-10

INVESTORS:

Signatures Capital,Bobby Yazdani,Green Visor Capital

TRACTION

VALUATION / MARKET CAP:

$11.37 MM in 2015

MOMENTUM

FUNDED:

YES

TOTAL FUNDING:

$1.7 Millions

SEED & PRIOR FUNDING:

$1.7 Millions

LISTED:

LATEST RESEARCH

DOWNLOAD