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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.
Last updated
In 2024, Wealthminder's revenue reached $100.7K. The company previously reported $79.6K in 2023. Since its launch in 2013, Wealthminder has shown consistent revenue growth.
Wealthminder reached a $302.1K valuation in 2025, set during its M&A Offer round.
| Year | Round | Amount | Valuation | % Sold | Source |
|---|---|---|---|---|---|
| 2025 | M&A Offer | - | $302.1K | - |
| Question | Answer |
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Wealthminder serves 1K customers.
Wealthminder employs approximately 1 people as of 2026. It serves 1K customers that rely on its solutions.
Wealthminder generates an estimated $100.7K in annual revenue.
Wealthminder was founded by Rich Ellinger.
The CEO of Wealthminder is Rich Ellinger.
Wealthminder raised $0.
Wealthminder has 1 employees.
Wealthminder is headquartered in Reston, Virginia, United States.
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 profileValuation
$302.1K
2024 Revenue
$100.7K(Est.)
Customers
1K
Funding
$0
Avg ACV
$101
Team
1
Founded
2013
| Year | Milestone | Source |
|---|---|---|
| 2024 | Wealthminder Hit $100.7k revenue in October 2024 | Estimated |
| 2023 | Wealthminder Hit $79.6k revenue in December 2023 | Estimated |
| 2021 | Wealthminder Hit $22.1k revenue in April 2021 | |
| 2013 | Launched with $0 revenue |
| Year | Milestone | Source |
|---|---|---|
| 2024 | Reached 1 employees (October 2024) | |
| 2023 | Reached 1 employees (December 2023) | |
| 2022 | Reached 1 employees (December 2022) | |
| 2021 | Reached 1 employees (December 2021) | |
| 2021 | Reached 1 employees (April 2021) |
Custom-designed sneakers.
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