Wealth Guide Overview
- Year Founded
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2019
- Status
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Private
- Employees
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11
- Latest Deal Type
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Series A
- Investors
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10
Wealth Guide General Information
Description
Developer of a pension wealth management platform designed for retirement planning. The company's platform offers a robo-advisor that helps with pension information, long-term asset management, income planning, and tax optimization through cash flow analysis, enabling individuals to plan their finances efficiently.
Contact Information
Website
www.wealthguide.co.krCorporate Office
- 3rd Floor, Building 940, Main Building of Seoul National University Research Park
- 1 Gwanak-ro, Gwanak-gu
- Seoul
- South Korea
Corporate Office
- 3rd Floor, Building 940, Main Building of Seoul National University Research Park
- 1 Gwanak-ro, Gwanak-gu
- Seoul
- South Korea
Wealth Guide Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 5. Early Stage VC (Series A) | 31-Aug-2023 | Completed | Generating Revenue | |||
| 4. Secondary Transaction - Private | Completed | Generating Revenue | ||||
| 3. Accelerator/Incubator | Completed | Generating Revenue | ||||
| 2. Accelerator/Incubator | 01-May-2021 | $2.83M | Completed | Generating Revenue | ||
| 1. Early Stage VC (Series A) | 06-Jan-2021 | $2.83M | $2.83M | Completed | Generating Revenue |
VC Exit Predictor
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Opportunity Score
Calculated using Exit Type probabilities, the company’s stage, and PitchBook’s historical returns data.
Exit Type
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Wealth Guide Related Research & Analysis
Explore institutional-grade private market research from our team of analysts.
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Verticals
Wealth Guide Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Wealth Guide Investors (10)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds |
|---|---|---|---|---|
| FnGuide | Corporation | Minority | ||
| iAccel (South Korea) | Accelerator/Incubator | Minority | ||
| InfoBank | Venture Capital | Minority | ||
| Kyobo Securities Company | Corporation | Minority | ||
| UTC Investment | Asset Manager | Minority |
Wealth Guide FAQs
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When was Wealth Guide founded?
Wealth Guide was founded in 2019.
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Where is Wealth Guide headquartered?
Wealth Guide is headquartered in Seoul, South Korea.
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What is the size of Wealth Guide?
Wealth Guide has 11 total employees.
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What industry is Wealth Guide in?
Wealth Guide’s primary industry is Financial Software.
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Is Wealth Guide a private or public company?
Wealth Guide is a Private company.
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What is Wealth Guide’s current revenue?
The current revenue for Wealth Guide is .
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How much funding has Wealth Guide raised over time?
Wealth Guide has raised $2.83M.
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Who are Wealth Guide’s investors?
FnGuide, iAccel (South Korea), InfoBank, Kyobo Securities Company, and UTC Investment are 5 of 10 investors who have invested in Wealth Guide.
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