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Wealthminder

Wealthminder
2013 FOUNDED
M&A STATUS
1-10 EMPLOYEES
M&A LATEST DEAL TYPE
Description

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.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly VC-backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Parent Company
Primary Office
  • 9th Floor
  • 1765 Greensboro Station Place
  • McLean, VA 22102
  • United States

+1 (571) 000-0000
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Wealthminder Valuation and Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Merger/Acquisition 15-Feb-2017 00.000 Completed Startup
1. Seed Round 28-May-2015 00.000 00.000 00.000 Completed Startup
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Wealthminder Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate ($) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion
Price
% Owned
Seed 0,000,000 00.000000 00 00.00 00.00 00 00.00 00.00
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Wealthminder Competitors (17)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Addepar Venture Capital-Backed Mountain View, CA 000 00000 00000000000 00000
00000000 0000000 Venture Capital-Backed Redwood City, CA 000 00000 00000000000 00000
0000000000 Venture Capital-Backed New York, NY 000 00000 00000000000 00000
000000000 Venture Capital-Backed Auburn, CA 000 000.00 00000000000 000.00
0000000 Formerly Angel backed Powhatan, VA 000 000 000000&0 000
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Wealthminder Former Investors (8)

Investor Name Investor Type Holding Investor Since Participating Rounds Board
Seat
Contact
Info
Bobby Yazdani Angel (individual) Minority 000 0000 000000 0
Cota Capital Venture Capital Minority 000 0000 000000 0
DoubleRock Venture Capital Minority 000 0000 000000 0
Green Visor Capital Venture Capital Minority 000 0000 000000 0
Marie Swift Angel (individual) Minority 000 0000 000000 0
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Wealthminder Executive Team (4)

Name Title Board
Seat
Contact
Info
Richard Ellinger Co-Founder & Chief Executive Officer
James Bruno Chief Revenue Officer
Bobby Yazdani Advisor

1 Former Executive

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