Wealthawk Overview

  • Year Founded
  • 2021

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 4

Employees

  • Latest Deal Type
  • M&A

Wealthawk General Information

Description

Developer of an artificial intelligence-based platform designed for the wealth management and financial advisor industry. The company's platform offers a suite of tools including automated tracking of financial transactions, comprehensive prospect profiling, and predictive analytics for personalized outreach, enabling wealth management firms to identify and engage high-net-worth individuals more efficiently and effectively.

Contact Information

Website
www.wealthawk.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly VC-backed
Corporate Office
  • 1140 Wall Street
  • Suite 733
  • San Diego, CA 92122
  • United States
+1 (949)
Primary Industry
Business/Productivity Software
Other Industries
Financial Software
Parent Company
Praxis Solutions
Vertical(s)
SaaS, Artificial Intelligence & Machine Learning, FinTech
Corporate Office
  • 1140 Wall Street
  • Suite 733
  • San Diego, CA 92122
  • United States
+1 (949)

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Wealthawk Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
3. Merger/Acquisition 25-Sep-2025 Completed Generating Revenue
2. Early Stage VC Completed Generating Revenue
1. Accelerator/Incubator 01-Jan-2021 Completed Generating Revenue
To view Wealthawk’s complete valuation and funding history, request access »

Wealthawk Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Wealthawk Former Investors (2)

Investor Name Investor Type Holding Investor Since Participating Rounds
BakerBridge Capital Venture Capital Minority
Startup San Diego Accelerator/Incubator
To view Wealthawk’s complete investors history, request access »

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Wealthawk FAQs

  • When was Wealthawk founded?

    Wealthawk was founded in 2021.

  • Where is Wealthawk headquartered?

    Wealthawk is headquartered in San Diego, CA.

  • What is the size of Wealthawk?

    Wealthawk has 4 total employees.

  • What industry is Wealthawk in?

    Wealthawk’s primary industry is Business/Productivity Software.

  • Is Wealthawk a private or public company?

    Wealthawk is a Private company.

  • What is Wealthawk’s current revenue?

    The current revenue for Wealthawk is .

  • Who are Wealthawk’s investors?

    BakerBridge Capital and Startup San Diego have invested in Wealthawk.

  • When was Wealthawk acquired?

    Wealthawk was acquired on 25-Sep-2025.

  • Who acquired Wealthawk?

    Wealthawk was acquired by Praxis Solutions.

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