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Wealthminder helps users achieve long-term financial goals, whether its retirement, college for kids, a wedding or a vacation home. Wealthminder helps financial advisors and individual investors work together to plan for and achieve the individual's long-term financial goals.
Total funding
~$1M
HQ 🇺🇸
Reston, United States
Year founded
2013
Status
Acquired
People
Richard Ellinger
Chief Executive Officer
Matthew Hagopian
Chief Technology Officer
James Bruno
Chief Revenue Officer
Investors
AdvisorEngine
Signatures Capital
Undisclosed Angel Investors
Green Visor Capital
DoubleRock Venture Capital
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