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SaaS, Retirement income plan management platform streamlining financial advisors' business
Last updated
In 2018, WealthConductor, LLC's revenue reached $588K. Since its launch in 2017, WealthConductor, LLC has shown consistent revenue growth.
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 Round | $410K | $2M | 21% |
CEO
Sheryl is a senior executive with over 20 years’ experience across financial services and technology innovation
| Question | Answer |
|---|---|
| What's your age? | - |
| Favorite online tool? | - |
| Favorite book? | - |
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| Advice for 20 year old self | - |
We do not have customer count information for WealthConductor, LLC yet.
WealthConductor, LLC employs approximately 3 people as of 2026.
WealthConductor, LLC generates $588K in revenue.
WealthConductor, LLC was founded by Sheryl O'Connor.
The CEO of WealthConductor, LLC is Sheryl O'Connor.
WealthConductor, LLC raised $410K across 1 round.
WealthConductor, LLC has 3 employees.
WealthConductor, LLC is headquartered in Hartford, Connecticut, United States.
WealthConductor, LLC operates across multiple industries. Browse revenue, funding, and growth data for WealthConductor, LLC in each sector below.
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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Valuation
$2M
2018 Revenue
$588K
Funding
$410K
Team · 2024
3
Founded
2017
| Year | Milestone | Source |
|---|---|---|
| 2018 | WealthConductor, LLC Hit $588k revenue in January 2018 | |
| 2017 | Launched with $0 revenue |
| 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) |
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