# Wealthminder

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/wealthminder

- Industry: Software
- Headquarters: Reston, US
- Website: www.wealthminder.com
- Total disclosed funding: $1.4M
- Latest round: Seed (May 28, 2015)
- Investors on record: 2

## About

Wealthminder, Inc. offers a financial planning platform enabling individuals and families to effectively manage their wealth through tools for goal setting, investment tracking, and detailed financial reporting.Wealthminder, Inc. provides a digital solution designed for efficient wealth management. Founded in 2013, the company is based in Reston, US. It has engaged in 2 deals, with the most recent being on May 28, 2015. Wealthminder raised USD 1.45 mn in a SEED round from Green Visor Capital and Signatures Capital Partners, which constitutes its total funding to date. The founder's history is not specified, nor are there mentions of any previous companies they have founded.WealthMinder primarily provides a comprehensive financial planning platform designed to empower individuals and families in managing their wealth effectively. The core product offering includes tools for financial goal setting, investment tracking, and detailed reporting, catering to end users seeking a structured approach to their finances. The platform addresses common financial challenges such as retirement planning, asset allocation, and risk management, and serves a diverse client base including individual investors, financial advisors, and institutions, primarily in the United States. It has been well-received since its launch, offering a user-friendly interface that facilitates informed decision-making and enhances financial literacy.WealthMinder's revenue model is built around a subscription-based structure, where clients pay a recurring fee for access to the platform's advanced financial planning tools and resources. This model allows for a steady revenue stream while also supporting scalability as user adoption increases. The company's transactions involve direct relationships with both individual consumers and financial advisory firms, offering tailored solutions for various financial needs. Flagship services include personalized financial assessments and ongoing financial management consultations, enhancing user engagement and retention. Pricing plans are structured to provide flexibility, catering to different levels of service requirements, thereby accommodating a range of budgets among its clientele.Wealthminder plans to utilize the USD 1.45 mn raised in the SEED round from May 2015 to enhance its platform and expand its services. There are no specific announcements regarding new products or geographic expansion. However, the company is focused on solidifying its market presence and improving its offerings to better meet client needs.

## Funding rounds

- Seed, May 28, 2015, $1.4M — Green Visor Capital, Signatures Capital Partners

## Investors

- Green Visor Capital (https://capitalatlas.ai/funds/green-visor-capital) — Seed
- Signatures Capital Partners — Seed