Wealthminder
Valuation
$302.1K
2024 Revenue
$100.7K
Customers
1K
Funding
$0
YOY
26.5%
Avg ACV
$101
Team
1
Founded
2013
How Wealthminder CEO Rich Ellinger grew Wealthminder to $100.7K revenue and 1K customers in 2024.
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
Wealthminder Revenue
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.
| Year | Milestone |
|---|---|
| 2024 | Wealthminder Hit $100.7k revenue in October 2024 |
| 2023 | Wealthminder Hit $79.6k revenue in December 2023 |
| 2021 | Wealthminder Hit $22.1k revenue in April 2021 |
| 2013 | Launched with $0 revenue |
Wealthminder Valuation, Funding Rounds
Wealthminder's most recent disclosed valuation is $302.1K.
Wealthminder is a bootstrapped SaaS startup. Founded in 2013, Wealthminder has grown to $100.7K in revenue without raising any venture capital or outside funding.
As a self-funded SaaS company, Wealthminder has built its business with no outside investment.
| Year | Round | Amount | Valuation | % Sold |
|---|
Wealthminder Employees & Team Size
Wealthminder employs approximately 1 people as of 2026.
Wealthminder has 1 total employees in different roles and functions. They have 1K customers that rely on the company's solutions.
| Year | Milestone |
|---|---|
| 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) |
Founder / CEO
Rich Ellinger
Rich Ellinger is listed as Founder / CEO at Wealthminder.
Q&A
| Question | Answer |
|---|---|
| What's your age? | - |
| Favorite online tool? | - |
| Favorite book? | - |
| Favorite CEO? | - |
| Advice for 20 year old self | - |
Customers
See how Wealthminder acquires and retains customers with data on acquisition costs and revenue performance. Log in to access the complete customer economics dashboard.
LockedFrequently Asked Questions about Wealthminder
What is Wealthminder's revenue?
Wealthminder generates $100.7K in revenue.
Who founded Wealthminder?
Wealthminder was founded by Rich Ellinger.
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 in Reston, Virginia, United States.
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Source Attribution
Source: all data was collected from GetLatka company research and founder interviews. Revenue, funding, team, and customer figures are presented as company-reported or GetLatka-estimated metrics where the profile data identifies them that way.
Company data last updated .