Wealthinitiative logo — company profile

Wealthinitiative

Founded 2015 2-10 employees Seed Wealth Management

General Information

Company Name Wealthinitiative
Founded Year 2015
Employees 2-10
Industries Wealth Management
Funding Stage Seed
Social

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About Wealthinitiative

WealthInitiative is a wealth management platform founded in 2015, providing a secure network for institutions to share deals in Real Estate, Art, Passion Investments, and Business Deals on behalf of their High Net Worth clients. The company received a Seed Round investment on 12 June 2017 from Fusion Partners. WealthInitiative's innovative approach in facilitating deal-sharing among wealth management institutions exhibits potential for growth and disruption in the wealth management industry. With an emphasis on security and unique access to exclusive deals, WealthInitiative presents an intriguing investment opportunity in the evolving landscape of wealth management technologies.

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Seed Round •••••• 1
Investor
12 Jun 2017
Seed Round •••••• 1
Investor
26 Oct 2016

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FAQ About Wealthinitiative

WealthInitiative is a unique, secure platform allowing wealth management institutions to share a network of deals on behalf of their High Net Worth clients in the fields of Real Estate, Art, Passion Investments and Business Deals.
Wealthinitiative was founded in 2015.
Wealthinitiative operates in the following industries: Wealth Management.
Wealthinitiative has approximately 2-10 employees.
Wealthinitiative has completed 2 funding rounds. The latest funding stage is Seed.
Top alternatives and competitors to Wealthinitiative include Uni Hosiery Co., Inc. USA, Skout Deals, Mega Deal Media, BCV Deals, Discount Sales. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Wealthinitiative and Uni Hosiery Co., Inc. USA are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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