Wealthminder
2024 Revenue
$100.7K(Est.)
Customers
1K
Funding
$0
Avg ACV
$101
Team
1
Founded
2013
Wealthminder Revenue (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 | 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 |
Wealthminder Valuation, Funding Rounds
Explore the complete funding history and valuation milestones for this company. Below you will find information about each funding round and key financial metrics that shaped the company's growth trajectory.
| Year | Round | Amount | Valuation | % Sold | Source |
|---|
Founder / CEO
Q&A
| Question | Answer |
|---|---|
| What's your age? | - |
| Favorite online tool? | - |
| Favorite book? | - |
| Favorite CEO? | - |
| Advice for 20 year old self | - |
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) | |
| 2023 | Reached 1 employees (December 2023) | |
| 2022 | Reached 1 employees (December 2022) | |
| 2021 | Reached 1 employees (December 2021) | |
| 2021 | Reached 1 employees (April 2021) |
Frequently Asked Questions about Wealthminder
What is Wealthminder's revenue?
Wealthminder generates an estimated $100.7K in annual revenue.
Who founded Wealthminder?
Wealthminder was founded by Rich Ellinger.
Who is the CEO of Wealthminder?
The CEO of Wealthminder is Rich Ellinger.
How many employees does Wealthminder have?
Wealthminder has 1 employees.
Where is Wealthminder headquarters?
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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