Wealthminder offers a cloud-delivered platform that combines financial planning and automated investment advice tools with a marketplace for connecting consumers to financial advisors. The company provides its platform through an interface and as a white-labeled solution for independent financial advisors. Wealthminder also offers practice management and communication capabilities aimed at advisors and their clients. The business raised $1.45M in seed capital to support its operations and growth. Proceeds are intended to further invest in the technology platform and accelerate sales and marketing efforts. The company was founded in 2013 by CEO Rich Ellinger.

Total raised

$1M

Funding rounds

1

Latest round

Seed

Latest activity

May 2015