Wealthminder
2024 Revenue
$100.7K(Est.)
Customers
1K
Avg ACV
$101
Team
1
Founded
2013
Wealthminder Revenue (2024)
Wealthminder generated an estimated $100.7K in annual revenue in 2024. Source: GetLatka estimate
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 | 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 | Not recorded |
| 2013 | Launched with $0 revenue |
Founder / CEO
Customers
Wealthminder serves 1K customers.
Wealthminder Employees & Team Size
Wealthminder employs approximately 1 people as of 2026. It serves 1K customers that rely on its solutions.
| Year | Milestone | Source |
|---|---|---|
| 2024 | Reached 1 employees (October 2024) | Not recorded |
| 2023 | Reached 1 employees (December 2023) | Not recorded |
| 2022 | Reached 1 employees (December 2022) | Not recorded |
| 2021 | Reached 1 employees (December 2021) | Not recorded |
| 2021 | Reached 1 employees (April 2021) | Not recorded |
Frequently Asked Questions about Wealthminder
What is Wealthminder's revenue?
As of 2024, Wealthminder generated an estimated $100.7K in annual revenue.
Who founded Wealthminder?
Wealthminder was founded by Rich Ellinger.
When was Wealthminder founded?
Wealthminder was founded in 2013.
Who is the CEO of Wealthminder?
The CEO of Wealthminder is Rich Ellinger.
How many employees does Wealthminder have?
As of 2024, Wealthminder had 1 employees.
Where is Wealthminder headquartered?
Wealthminder is headquartered in Reston, Virginia, United States.
Data and Sources
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.
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