WealthConductor, LLC
Valuation
$2M
2018 Revenue
$588K
Funding
$410K
Team · 2024
3
Founded
2017
WealthConductor, LLC Revenue, Valuation & Funding (2018)
WealthConductor, LLC generated $588K in revenue in 2018.
SaaS, Retirement income plan management platform streamlining financial advisors' business
Last updated
WealthConductor, LLC Revenue
In 2018, WealthConductor, LLC's revenue reached $588K.
| Year | Milestone | Source |
|---|---|---|
| 2018 | WealthConductor, LLC revenue in 2018: $588k | Not recorded |
| 2017 | Launched with $0 revenue |
WealthConductor, LLC Valuation, Funding Rounds
WealthConductor, LLC reached a $2M valuation in 2018, set during its Seed round.
WealthConductor, LLC has raised $410K in total funding across 1 round, most recently a $410K Seed round in 2018.
| Year | Round | Amount | Valuation | % Sold | Source |
|---|---|---|---|---|---|
| 2018 | Seed | $410K | $2M | 21% | Not recorded |
Founder / CEO
Sheryl O'Connor
CEO
Sheryl is a senior executive with over 20 years’ experience across financial services and technology innovation
WealthConductor, LLC Employees & Team Size
WealthConductor, LLC employs approximately 3 people as of 2026.
| Year | Milestone | Source |
|---|---|---|
| 2024 | Reached 3 employees (October 2024) | Not recorded |
| 2023 | Reached 3 employees (December 2023) | Not recorded |
| 2022 | Reached 3 employees (December 2022) | Not recorded |
| 2018 | Reached 6 employees (January 2018) | Not recorded |
Frequently Asked Questions about WealthConductor, LLC
What is WealthConductor, LLC's revenue?
As of 2018, WealthConductor, LLC generated $588K in revenue.
What is WealthConductor, LLC's valuation?
As of 2018, WealthConductor, LLC was valued at $2M.
Who founded WealthConductor, LLC?
WealthConductor, LLC was founded by Sheryl O'Connor.
When was WealthConductor, LLC founded?
WealthConductor, LLC was founded in 2017.
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?
As of 2024, WealthConductor, LLC had 3 employees.
Where is WealthConductor, LLC headquartered?
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.
Claim this profilePeople Also Viewed
Aiven Technologies
Aiven Technologies is a trusted AI development company in Perth, Australia, helping startups, SMEs...
Veritus Agent
AI agents for the consumer lending industry
QuarterOne
Developer of a sales forecasting application intended to help small businesses who need real-time...
HiCustomer
Developer of a customer success management platform intended to act as an engine for business...
Vox AI
Vox AI: Automates drive thru experiences using AI
XO Capital
Buy and grow SaaS companies
