Wealthminder
Reston, Virginia, United States
How Wealthminder hit $79.6K revenue and 1K customers in 2023.
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.
2013
Founded
$79.6K
2023 Revenue
130%
YOY
$0
Funding
Wealthminder Revenue
In 2023, Wealthminder revenue run rate hit $79.6K in revenue.
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2023
Wealthminder hit $79.6K in revenue in 2023
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2021
Wealthminder hit $22.1K in revenue in 2021
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2013
Wealthminder launched in 2013 with $0 revenue
Wealthminder Funding History
No funding has been reported for Wealthminder yet.
Team
Wealthminder has 1 total employees. They have 1,000 customers an engineering team of 1
| DISTRIBUTION | QTY |
|---|---|
| Total team size | 1 |
| Engineer | 1 (100%) |
Founder / CEO
Rich Ellinger
Q&A
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What's your age?
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Favorite online tool?
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Favorite book?
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Favorite CEO?
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Advice for 20 year old self
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Customers
Churn
Wealthminder Executives
| Name | Position | Working Email | Personal Email |
|---|---|---|---|
| Rich Ellinger | CEO | - | - |
Wealthminder Employees
| Name | Position | Working Email | Personal Email |
|---|---|---|---|
| Rich Ellinger | CEO | - | - |
Frequently Asked Questions about Wealthminder
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When was Wealthminder founded?
Wealthminder was founded in 2013.
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How much revenue does Wealthminder generate?
Wealthminder generates $79.6K in revenue.
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Who is the CEO of Wealthminder
The CEO of Wealthminder is Rich Ellinger.
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How much funding does Wealthminder have?
Wealthminder raised $0.
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How many employees does Wealthminder have?
Wealthminder has 1 employees.
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Where is Wealthminder headquarters?
Wealthminder is headquartered at Reston, Virginia, United States
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