Funded Tech Companies

Wealthminder

Wealthminder was a fintech company, based in McLean. Wealthminder was acquired by AdvisorEngine.

Company Overview

Company Name
Wealthminder
Company Status
Acquired or Merged
Industry

Contact Information

Mailing Address
1765 Greensboro Station Place
McLean, VA 22102
USA
Email Address

Company Background Information

Overview
At Wealthminder, we are all very passionate about the problem we are solving. Studies show 70% of Americans are not on-track to meet their long-term financial goals. We find that notion unacceptable.
Profile
Wealthminder LinkedIn Company Profile
Social Media
Wealthminder Company Twitter Account
Company News
Wealthminder News
Facebook
Wealthminder on Facebook
YouTube
Wealthminder on YouTube
Last Transaction
2/16/2017

Financing History

Date
Type
Amount
M&A
Unknown
Venture Equity
$1,450,000


Management Team

Title
Name
Email & Social
Chief Executive Officer
Rich Ellinger
  Rich Ellinger LinkedIn Profile  Rich Ellinger Twitter Account  Rich Ellinger News  Rich Ellinger on Facebook
VP - Bus. Development
Francis Dela Cruz
  Francis Dela Cruz LinkedIn Profile  Francis Dela Cruz Twitter Account  Francis Dela Cruz News  Francis Dela Cruz on Facebook


Company Investors

 

 

 

Browse more funded tech companies:

WealthKernel | Wealthsimple

 

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