Wealthminder Overview

  • Year Founded
  • 2013

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

Wealthminder General Information


Developer of a SaaS-based platform designed to create long-term financial plans and optimize portfolios. The company's 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.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Formerly VC-backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Parent Company
Corporate Office
  • 1616 East Millbrook Road
  • Suite 210
  • Raleigh, NC 27609
  • United States
+1 (866) 000-0000

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Wealthminder Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Merger/Acquisition 15-Feb-2017 00.000 Completed Generating Revenue
1. Seed Round 28-May-2015 00.000 00.000 00.000 Completed Startup
To view Wealthminder’s complete valuation and funding history, request access »

Wealthminder Cap Table

Stock # of Shares
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
To view Wealthminder’s complete cap table history, request access »

Wealthminder Comparisons

HQ Location
Total Raised
Post Valuation
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Financial Software
Raleigh, NC
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Omaha, NE
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000000000 00 00.000


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00000 000000000 0000
Palo Alto, CA
000 As of 0000
00.00 0000-00-00
00000000000 00000
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Wealthminder Competitors (49)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Orion Advisor Solutions Private Equity-Backed Omaha, NE 0000 00.000 000000000 00 00.000
Wealthfront Venture Capital-Backed Palo Alto, CA 000 00000 00000000000 00000
RightCapital Venture Capital-Backed Shelton, CT 00 00.000 000000000 - 00.000
Addepar Venture Capital-Backed New York, NY 000 00000 00000000000 00000
MoneyGuide Formerly VC-backed Powhatan, VA 000 000 000000&0 000
You’re viewing 5 of 49 competitors. Get the full list »

Wealthminder Executive Team (5)

Name Title Board Seat Contact Info
John Issa Executive of Financial Services
Babak Yazdani Advisor
You’re viewing 2 of 5 executive team members. Get the full list »

Wealthminder Former Investors (7)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Babak Yazdani Angel (individual) 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
Paul Holliman Angel (individual) Minority 000 0000 000000 0
You’re viewing 5 of 7 investors. Get the full list »

Wealthminder FAQs

  • When was Wealthminder founded?

    Wealthminder was founded in 2013.

  • Who is the founder of Wealthminder?

    Richard Ellinger and Matt Hagopian are the founders of Wealthminder.

  • Where is Wealthminder headquartered?

    Wealthminder is headquartered in Raleigh, NC.

  • What industry is Wealthminder in?

    Wealthminder’s primary industry is Financial Software.

  • Is Wealthminder a private or public company?

    Wealthminder is a Private company.

  • What is Wealthminder’s current revenue?

    The current revenue for Wealthminder is 000000.

  • How much funding has Wealthminder raised over time?

    Wealthminder has raised $1.46M.

  • Who are Wealthminder’s investors?

    Babak Yazdani, DoubleRock, Green Visor Capital, Marie Swift, and Paul Holliman are 5 of 7 investors who have invested in Wealthminder.

  • Who are Wealthminder’s competitors?

    Orion Advisor Solutions, Wealthfront, RightCapital, Addepar, and MoneyGuide are some of the 49 competitors of Wealthminder.

  • When was Wealthminder acquired?

    Wealthminder was acquired on 15-Feb-2017.

  • Who acquired Wealthminder?

    Wealthminder was acquired by AdvisorEngine.

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