Wela Overview

Founded 2011
Status Private
Latest Deal Type Seed
Latest Deal Amount $1.54M
Latest Deal Amount
Investors 1

Wela General Information


Provider of investment guidance and investment management services created to offer personal advice on investing and financial planning. The company's advising services follow research-based methodologies and careful asset allocation in ETFs with an experienced investment team and low-cost options to investors and advisors seeking out ETF exposure and prudent management, enabling investors with a diversified portfolio that helps accomplish their specific goals.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Consulting Services (B2B)
Primary Office
  • 200 Sandy Springs Place
  • Suite 400
  • Atlanta, GA 30328
  • United States
+1 (678) 000-0000
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Wela Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
1. Seed Round 10-Mar-2017 $1.54M 00.000 00.000 Completed Generating Revenue

Wela Cap Table

To view Wela‘s complete cap table, request access »
Stock # of Shares
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Seed 0,000,000 00.000000 00.0 00.0 00 00.0 00.000

Wela Executive Team (6)

Name Title Board Seat Contact Info
Matthew Reiner Chief Executive Officer & Co-Founder
Edward Goepp Chief Operating Officer
Hesom Parhizkar Chief Technology Officer
Mitchell Reiner Managing Partner & Co-Founder
Wes Moss Co-Founder

1 Former Executive

Wela Investors (1)

To view Wela‘s full investor history, request access »
Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Advanced Technology Development Center Accelerator/Incubator 000 0000 000000 0

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