Wealthminder helps achieve long-term financial goals. They help to create a professional financial plan.
PRODUCTS & SERVICES:
Provides financial plan based on both their needs and their risk tolerance.
Viewable by subscribers only
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.