WealthConductor, LLC
Valuation
$2M
2018 Revenue
$588K
Funding
$410K
Team · 2024
3
Founded
2017
WealthConductor, LLC Revenue, Valuation & Funding (2018)
SaaS, Retirement income plan management platform streamlining financial advisors' business
Last updated
WealthConductor, LLC Revenue
In 2018, WealthConductor, LLC's revenue reached $588K. Since its launch in 2017, WealthConductor, LLC has shown consistent revenue growth.
| Year | Milestone | Source |
|---|---|---|
| 2018 | WealthConductor, LLC Hit $588k revenue in January 2018 | |
| 2017 | Launched with $0 revenue |
WealthConductor, LLC Valuation, Funding Rounds
WealthConductor, LLC reached a $2M valuation in 2018, set during its Seed Round round.
WealthConductor, LLC has raised $410K in total funding across 1 round, most recently a $410K Seed Round round in 2018.
| Year | Round | Amount | Valuation | % Sold | Source |
|---|---|---|---|---|---|
| 2018 | Seed Round | $410K | $2M | 21% |
Founder / CEO
Sheryl O'Connor
CEO
Sheryl is a senior executive with over 20 years’ experience across financial services and technology innovation
Q&A
| Question | Answer |
|---|---|
| What's your age? | - |
| Favorite online tool? | - |
| Favorite book? | - |
| Favorite CEO? | - |
| Advice for 20 year old self | - |
Customers
We do not have customer count information for WealthConductor, LLC yet.
WealthConductor, LLC Employees & Team Size
WealthConductor, LLC employs approximately 3 people as of 2026.
| Year | Milestone | Source |
|---|---|---|
| 2024 | Reached 3 employees (October 2024) | |
| 2023 | Reached 3 employees (December 2023) | |
| 2022 | Reached 3 employees (December 2022) | |
| 2018 | Reached 6 employees (January 2018) |
Frequently Asked Questions about WealthConductor, LLC
What is WealthConductor, LLC's revenue?
WealthConductor, LLC generates $588K in revenue.
Who founded WealthConductor, LLC?
WealthConductor, LLC was founded by Sheryl O'Connor.
Who is the CEO of WealthConductor, LLC?
The CEO of WealthConductor, LLC is Sheryl O'Connor.
How much funding does WealthConductor, LLC have?
WealthConductor, LLC raised $410K across 1 round.
How many employees does WealthConductor, LLC have?
WealthConductor, LLC has 3 employees.
Where is WealthConductor, LLC headquarters?
WealthConductor, LLC is headquartered in Hartford, Connecticut, United States.
Compare WealthConductor, LLC to the industry
WealthConductor, LLC operates across multiple industries. Browse revenue, funding, and growth data for WealthConductor, LLC in each sector below.
Data and Sources
All figures on this page are taken directly from interviews or are estimates from public sources and proprietary models. Not financial advice. Read full disclaimer.
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