Funded Tech Companies
WealthEngine
WealthEngine is a fintech company, located in Bethesda. Venture capital investment was provided by CIBC Capital Partners, HKB Capital and Streamlined Ventures.
Company Overview
Company Name
WealthEngine
Company Status
Private & Independent
Industry
Funding Rounds
Total Funding
Contact Information
Mailing Address
4330 East West Hwy.
Bethesda, MD 20814
USA
Bethesda, MD 20814
USA
Phone
Website
Email Address
Company Background Information
Overview
WealthEngine's roots date back to 1991, when its predecessor company--Prospects of Wealth & Resources (POW&R)--began to serve nonprofit and financial organizations with a revolutionary wealth identification screening tool.
Profile
Social Media
Company News
Facebook
YouTube
Last Transaction
3/6/2019
Financing History
Date
Type
Amount
Management Team
Title
Name
Email & Social
Chief Executive Officer
PV Bóccasam
Chief Financial Officer
Robert Latchford
President
Prag Shah
VP - Customer Service
Raj Khera
VP - Customer Service
Josh Vichness
VP - Engineering
Prashant Nerkar
VP - Finance
Shikha Akolo
VP - General Counsel
Ashima Dhawan
VP - Marketing
Julie Bacon
VP - Product Management
Manmohan Gupta
VP - Regulatory Affairs
Elizabeth Orzechowski
VP - Sales
Adam Tiberian
Company Investors
- CIBC Capital Partners
- HKB Capital
- Streamlined Ventures
- Novak Biddle Venture Partners (Jack Biddle)
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