Wealthminder revenue hit $79.6K in 2024

Wealthminder generates revenue from 1000 customers


Reston, Virginia, United States

About Company RevenueTeamFounder/CEOCustomersCEO Net Worth

How Wealthminder hit $79.6K revenue and 1K customers in 2023.

Provider of a SaaS based platform designed to create long-term financial plan and optimize portfolio. The company's SaaS based platform offers personalized asset allocation, automatic rebalancing, tax-loss harvesting and account monitoring services enabling financial advisors to collaborate with clients to help them reach their financial goals.






2023 Revenue







Wealthminder Revenue

In 2023, Wealthminder revenue run rate hit $79.6K in revenue.

  • 2023

    Wealthminder hit $79.6K in revenue in 2023

  • 2021

    Wealthminder hit $22.1K in revenue in 2021

  • 2013

    Wealthminder launched in 2013 with $0 revenue

Wealthminder Funding History

No funding has been reported for Wealthminder yet.


Wealthminder has 1 total employees. They have 1,000 customers an engineering team of 1

Total team size 1
Engineer 1 (100%)

Founder / CEO

Rich Ellinger


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Wealthminder Executives

Name Position Working Email Personal Email
Rich Ellinger CEO - -

Wealthminder Employees

Name Position Working Email Personal Email
Rich Ellinger CEO - -

Frequently Asked Questions about Wealthminder

  • When was Wealthminder founded?

    Wealthminder was founded in 2013.

  • How much revenue does Wealthminder generate?

    Wealthminder generates $79.6K in revenue.

  • Who is the CEO of Wealthminder

    The CEO of Wealthminder is Rich Ellinger.

  • How much funding does Wealthminder have?

    Wealthminder raised $0.

  • How many employees does Wealthminder have?

    Wealthminder has 1 employees.

  • Where is Wealthminder headquarters?

    Wealthminder is headquartered at Reston, Virginia, United States

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