Wealthminder Overview

  • Founded
  • 2013
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 3
Employees
  • Latest Deal Type
  • M&A

Wealthminder General Information

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.

Contact Information

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 & 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
To view Wealthminder’s complete valuation and funding history, request access »

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
To view Wealthminder’s complete cap table history, request access »

Wealthminder Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of a SaaS based platform designed to create long-term financial plan and optimize portfolio. The company's SaaS
Financial Software
McLean, VA
3 As of 2015
00.000
000000&0 00.000

00000000

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000000000 00000000
Auburn, CA
000 As of 0000
000.00
000000000 - 000.00

00000000

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000000000 00000000
Bala Cynwyd, PA
000 As of 0000
000
000000000000 000
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Wealthminder Competitors (18)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Riskalyze Venture Capital-Backed Auburn, CA 000 000.00 000000000 - 000.00
0000000000 Venture Capital-Backed Bala Cynwyd, PA 000 000 000000000000 000
00000000 0000000, Formerly VC-backed Redwood City, CA 000 00000 000000&0 00000
0000000 Formerly Angel backed Powhatan, VA 000 000 000000&0 000
00000000 Private Equity-Backed Libertyville, IL 000000000000
You’re viewing 5 of 18 competitors. Get the full list »

Wealthminder Executive Team (4)

Name Title Board Seat Contact Info
Richard Ellinger Co-Founder & Chief Executive Officer
James Bruno Chief Revenue Officer
Babak Yazdani Advisor
To view Wealthminder’s complete executive team members history, request access »

Wealthminder Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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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 »