WealthSense Overview

  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A

WealthSense General Information


Provider of a platform designed to cover all aspects of executive wealth plans. The company's platform provides Web-based services, online administrative tools combined with training and consulting services in one complete package from one source and provides customizable employee benefit plans, enabling businesses of any size to design, implement and administer executive wealth plans, defer taxes on compensation and build wealth faster.

Contact Information

Formerly Known As
Ownership Status
Financing Status
Formerly VC-backed
Primary Industry
Other Financial Services
Primary Office
  • 400 North Michigan Avenue
  • Suite 10
  • Chicago, IL 60611
  • United States
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WealthSense Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
3. Merger/Acquisition 18-Dec-2002 0000 Completed Generating Revenue
2. Later Stage VC (Series C) 15-Mar-2002 0000 0000 Completed Generating Revenue
1. Early Stage VC (Series B) Completed Generating Revenue
To view WealthSense’s complete valuation and funding history, request access »

WealthSense Former Investors (3)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Duchossois Technology Partners Venture Capital Minority 000 0000 000000 0
Lunn Partners Asset Manager Minority 000 0000 000000 0
Pritzker Group Venture Capital Venture Capital Minority 000 0000 000000 0
To view WealthSense’s complete investors history, request access »