Wealthminder revenue is $22.1k
Wealthminder team size is 1 employees
Wealthminder
- Reston, Virginia, United States
How Wealthminder hit $22.1K Revenue with 1K customers in 2022.
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.
2013
Founded
$22.1K
2022 Revenue
YOY
Funding
Wealthminder Revenue
In 2022, Wealthminder revenue run rate hit $22.1K in revenue.
2021
Wealthminder hit $22.1K in revenue in 2021
2013
Wealthminder launched in 2013 with $0 revenue
Wealthminder Funding History
Why are so many SaaS founders taking money from Founderpath.com instead of VC`s?
| FUNDING DATE | ROUND | AMOUNT | VALUATION |
|---|
Team
Wealthminder has 1 total employees They have 1000 customers an engineering team of 1
| DISTRIBUTION | QTY |
|---|---|
| Total team size | 1 |
| Engineer | 1(100%) |
| Sales | 0(0%) |
| Marketing | 0(0%) |
CEO/Founder
Rich Ellinger
Q&A
What`s your age?
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Favorite online tool?
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Favorite CEO?
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Advice for 20 year old self
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Customers
Wealthminder has 1K customers.
Lifetime Months
-
x
Monthly ARPU
-
=
Lifetime Dollar
-
Acquisition Cost
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Average Annual Price
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Churn
Wealthminder has an annual churn rate of 0.00%.
Gross Annual Dollar Churn
-0.00%
Annual Dollar Expansion
0.00%
Net Revenue Retention
0.00%
About Wealthminder
Monthly Revenue
$1.8K
-
Total Expenses
$0.0
=
Net Income
$0.0
EBIDTA Margin
0.0%
+
YOY Growth
0.0%
=
Rule of 40
0
Wealthminder Board of Directors
| Name | Position |
|---|
Wealthminder Executives
| Name | Position |
|---|---|
| Rich Ellinger | CEO |
Wealthminder Employees
| Name | Position |
|---|---|
| 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 $22.1K in revenue.
Who is the CEO of Wealthminder?
The CEO of Wealthminder is Rich Ellinger.
How much funding does Wealthminder have?
Wealthminder was raised $0.
How many employees does Wealthminder have?
Wealthminder has raised 1 employees.
Where is Wealthminder headquarters?
Wealthminder headquater is at United States