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Wealthminder logo — company profile

Wealthminder

Founded 2013 1 employees Series A Total: $2.13M Finance, Financial Services +2

General Information

Company Name Wealthminder
Founded Year 2013
Employees 1
Industries Finance, Financial Services, Fintech +1
Funding Stage Series A
Social

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About Wealthminder

Wealthminder is a digital marketplace dedicated to helping people find and connect with licensed financial advisors. Two thirds of American households are not on track to achieve their financial goals, yet those who work with an advisor are much more likely to both achieve their goals and to achieve higher returns on their investment portfolios. The company was founded in 2013 and operates in the industries of Finance, Financial Services, Fintech, and Wealth Management. Its last investment was a $425.00K Series A investment on 26 May 2016, led by Signatures Capital. With their slogan "Plan wisely. Live fully. Get started today.", Wealthminder aims to address the financial planning needs of a large portion of the American population while providing investment opportunities and financial guidance.

Taxonomy: financial advisors, digital marketplace, financial goals, investment portfolios, intelligent financial planning tools, personalized investment recommendations, financial planning, retirement planning, homeownership planning, education planning, portfolio monitoring, investment advice, Wealthminder

Funding Rounds & Investors (3)

View All
Funding Stage Amount Investors Lead Investors Date
Series A $425.00K 1
Signatures Capital
Signatures Capital
26 May 2016
Seed Round $1.45M 2
Green Visor Capital Signatures Capital
Green Visor Capital, Signatures Capital
27 May 2015
Convertible Note $255.53K 1
Signatures Capital
Signatures Capital
11 Dec 2014

Wealthminder Alternatives & Competitors

Wealthminder vs
Brighton Securities
Brighton Securities United States

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46 employees
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Wealthminder vs
Elevate Wealth Advisors
Elevate Wealth Advisors United States

“Working together managing capital for your financial confidence”

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Wealthminder vs
Persium Group
Persium Group United States

Strategic Wealth Advisory for business owners, retirement plan committees, and individual investors.

14 employees
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FAQ About Wealthminder

Wealthminder is a digital marketplace dedicated to helping people find and connect with licensed financial advisors. Two thirds of American households are not on track to achieve their financial goals, yet those who work with an advisor are much more likely to both achieve their goals and to achieve...
Wealthminder was founded in 2013.
Wealthminder operates in Finance, Financial Services, Fintech and Wealth Management. Its work centres on financial advisors, digital marketplace, financial goals and investment portfolios.
Wealthminder has approximately 1 employees.
Wealthminder has completed 3 funding rounds, raising a total of $2.13M. The latest funding stage is Series A.
Top alternatives and competitors to Wealthminder include Brighton Securities, Elevate Wealth Advisors, Persium Group, Expert Independent Financial Planning, RWM Financial Group. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Wealthminder and Brighton Securities 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.

Source: BounceWatch company record for Wealthminder, https://bouncewatch.com/company/wealthminder, updated 27 December 2024. When citing, please name BounceWatch and link this page.

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