Wealthminder, Inc.
Based in the Washington DC metro area and backed by top VCs and angel investors, we are changing the way consumers and financial advisors connect. We love hackers, mavens, hustlers and rockstars as much as anyone, but we pride ourselves on being smart people who have fun and get things done.
WEALTHMINDER STARTED WITH A SINGLE IDEA… That everyone should be able access quality financial advice at fair, transparent prices. We’ve been rebuilding the financial services industry ever since. For financial advisors, we’re creating a robust marketplace that drives new business and a SaaS platform to help you create a financial plan, deliver recommendations, track progress and automate follow-ups. For consumers, we’re making it simpler to connect with a highly-trained professional financial advisor who can help you achieve your long-term goals. We believe the financial services industry has been stagnant for far too long. We’re working to change that.
Address: 9th Floor, 1765 Greensboro Station Place, McLean, VA 22102, USA
Phone: +1 571 766 8021
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