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.
In 2022, Wealthminder revenue run rate hit $22.1K in revenue.
Wealthminder hit $22.1K in revenue in 2021
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?
Wealthminder has 1 total employees They have 1000 customers an engineering team of 1
|Total team size||1|
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Wealthminder has 1K customers.
Average Annual Price
Wealthminder has an annual churn rate of 0.00%.
Gross Annual Dollar Churn
Annual Dollar Expansion
Net Revenue Retention
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Wealthminder Board of Directors
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