WealthTech Overview

  • Year Founded
  • 2016

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 10

Employees

  • Latest Deal Type
  • M&A

  • Latest Deal Amount
  • $27.9M

WealthTech General Information

Description

Provider of a financial planning and wealth management platform designed to offer personalized, client-focused financial services at scale. The company's platform investigates personal assets, liabilities and cash flows in the context of the user's financial goals and provides hyper-customized guidance that puts the client at the center of financial planning, creating a field of dynamic financial decision, enabling individuals and households to avail a plethora of options ranging from defining and prioritizing goals, managing expenses, making credit and financing decisions and optimizing insurance coverage.

Contact Information

Website
www.wealthtech.com
Ownership Status
Acquired/Merged
Financing Status
Formerly VC-backed
Corporate Office
  • 521 5th Avenue
  • New York, NY 10175
  • United States
Primary Industry
Financial Software
Acquirer
MoneyLion
Vertical(s)
Big Data, Artificial Intelligence & Machine Learning, FinTech
Corporate Office
  • 521 5th Avenue
  • New York, NY 10175
  • United States

Want detailed data on 11M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

WealthTech Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Merger/Acquisition 01-Dec-2020 $27.9M Completed Generating Revenue
1. Seed Round 01-Oct-2019 Completed Generating Revenue
To view WealthTech’s complete valuation and funding history, request access »

WealthTech Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate ($) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Seed
To view WealthTech’s complete cap table history, request access »

WealthTech Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of a financial planning and wealth management platform designed to offer personalized, client-focused financial
Financial Software
New York, NY
10 As of 2020

San Francisco, CA
 

London, United Kingdom
 
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

WealthTech Competitors (43)

One of WealthTech’s 43 competitors is SS&C Advent, a Formerly PE-Backed company based in San Francisco, CA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
SS&C Advent Formerly PE-Backed San Francisco, CA
Finastra Private Equity-Backed London, United Kingdom
InvestEdge Private Equity-Backed Canonsburg, PA
Quantifeed Venture Capital-Backed Hong Kong, Hong Kong
Allvue Systems Private Equity-Backed Coral Gables, FL
You’re viewing 5 of 43 competitors. Get the full list »

WealthTech Patents

  • 4

    Total Documents Applications and Grants

  • Total Patents Families

  • Granted

  • 1

    Pending

  • Expiring in next 12 mo

WealthTech Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
WO-2021141795-A1 Financial planning system with automated selection of products and financing Inactive 30-Dec-2019
CA-3073351-A1 System and method for financial planning, advice and management Inactive 19-Aug-2017
WO-2019040281-A1 System and method for financial planning, advice and management Inactive 19-Aug-2017
JP-2020532029-A Systems and methods for financial planning, advice and management Pending 19-Aug-2017 G06Q40/06

WealthTech Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

WealthTech Former Investors (5)

Investor Name Investor Type Holding Investor Since Participating Rounds
Broadhaven Capital Partners Investment Bank Minority
Distributed Ventures Venture Capital Minority
NFP Ventures Venture Capital Minority
Pandeavor Ventures Venture Capital Minority
Two Sigma Investments Hedge Fund Minority
To view WealthTech’s complete investors history, request access »

Ready to get started?

Request a free trial

WealthTech Affiliates

Subsidiaries (1)

Name Industry Location Year Founded
Aqqru New York, NY 2017

WealthTech FAQs

  • When was WealthTech founded?

    WealthTech was founded in 2016.

  • Where is WealthTech headquartered?

    WealthTech is headquartered in New York, NY.

  • What is the size of WealthTech?

    WealthTech has 10 total employees.

  • What industry is WealthTech in?

    WealthTech’s primary industry is Financial Software.

  • Is WealthTech a private or public company?

    WealthTech is a Private company.

  • What is the current valuation of WealthTech?

    The current valuation of WealthTech is .

  • What is WealthTech’s current revenue?

    The current revenue for WealthTech is .

  • How much funding has WealthTech raised over time?

    WealthTech has raised $4M.

  • Who are WealthTech’s investors?

    Broadhaven Capital Partners, Distributed Ventures, NFP Ventures, Pandeavor Ventures, and Two Sigma Investments have invested in WealthTech.

  • Who are WealthTech’s competitors?

    SS&C Advent, Finastra, InvestEdge, Quantifeed, and Allvue Systems are some of the 43 competitors of WealthTech.

  • When was WealthTech acquired?

    WealthTech was acquired on 01-Dec-2020.

  • Who acquired WealthTech?

    WealthTech was acquired by MoneyLion.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read more

  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process