WealthMore is a consumer investment platform built to broaden access to wealth advisers through adviser-led portfolios, licensed advisers, and financial planning. The product requires a $5,000 minimum and offers three pricing tiers starting at $25 per month. The company partnered with Apex Clearing Corporation for brokerage services and has built community features such as #firstgenwealth and #blkwomenwealth to engage users. WealthMore launched a beta in June and plans to exit beta around the end of the year. The founder, Mical Jeanlys-White, drew on prior product experience at American Express and JPMorgan Chase and has focused on diverse advisers and grassroots brand-building including lifestyle products and community events. The team currently numbers 10 people and conducted surveys of over 300 potential users while designing pricing and features.

Total raised

$1M

Funding rounds

1

Latest round

Seed

Latest activity

Aug 2024