Wealthminder

Wealthminder (Acquired/Merged)

  • FOUNDING YEAR: 2013
    LOCATION:
    India
    REGION:
    VA
    Last Update:
    18 Oct, 2019

Description

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

MEDICI analysts will analyze Wealthminder soon

TRACTION

Insufficient information for accurate analysis

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$1.7 Millions
SEED & PRIOR FUNDING:
$1.7 Millions
LISTED:
NO

MOST VIEWED RESEARCH


RECENT RESEARCH