About WealthMinder
WealthMinder is a company based in Raleigh (United States) founded in 2013 was acquired by AdvisorEngine in February 2017.. WealthMinder has raised $1.46 million across 1 funding round from investors including AdvisorEngine, Signatures Capital and Green Visor Capital. The company has 5 employees as of December 31, 2021. WealthMinder operates in a competitive market with competitors including HB Wealth Advisors and My Money Butler, among others.
- Headquarter Raleigh, United States
- Employees 5 as on 31 Dec, 2021
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Sectors
Technology
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Phone
*********
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Website
*********
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Social
*********
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$1.46 M (USD)
in 1 rounds
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Latest Funding Round
$1.46 M (USD), Seed
May 27, 2015
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Investors
AdvisorEngine
& 2 more
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Employee Count
5
as on Dec 31, 2021
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Acquired by
AdvisorEngine
(Feb 15, 2017)
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Funding Insights of WealthMinder
WealthMinder has successfully raised a total of $1.46M through 1 strategic funding round. The most recent funding activity was a Seed round of $1.46 million completed in May 2015. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 1
- Last Round Seed — $1.5M
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First Round
First Round
(27 May 2015)
- Investors Count 2
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May, 2015 | Amount | Seed - WealthMinder | Valuation | Signatures Capital , Green Visor Capital |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in WealthMinder
WealthMinder has secured backing from 3 investors, including venture fund investors. Prominent investors backing the company include AdvisorEngine, Signatures Capital and Green Visor Capital. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Early-stage investments in US tech and life sciences are targeted.
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Founded Year | Domain | Location | |
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US tech investments are targeted by Green Visor Capital.
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Founded Year | Domain | Location | |
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Digital wealth management platform for financial advisors is offered.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by WealthMinder
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
|
2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - WealthMinder
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Wealthminder Comparisons
Competitors of WealthMinder
WealthMinder operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as HB Wealth Advisors and My Money Butler, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
An online platform for comparing financial advisory options tailored for investors.
|
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| domain | founded_year | HQ Location |
Provides personalized financial advisory services specifically for women.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about WealthMinder
When was WealthMinder founded?
WealthMinder was founded in 2013 and raised its 1st funding round 2 years after it was founded.
Where is WealthMinder located?
WealthMinder is headquartered in Raleigh, United States. It is registered at Raleigh, North Carolina, United States.
Is WealthMinder a funded company?
WealthMinder is a funded company, having raised a total of $1.46M across 1 funding round to date. The company's 1st funding round was a Seed of $1.46M, raised on May 27, 2015.
How many employees does WealthMinder have?
As of Dec 31, 2021, the latest employee count at WealthMinder is 5.
What does WealthMinder do?
WealthMinder was established in 2013 in Raleigh, United States, within the financial technology sector. A comparison platform for advisory services is operated, focusing on investment management and planning. An online tool is provided to investment advisors for developing long-term financial plans and optimizing portfolios. Additional comparisons are offered for insurance planning, risk management, and related areas, supporting users in the United States.
Who are the top competitors of WealthMinder?
WealthMinder's top competitors include HB Wealth Advisors and My Money Butler.
Who are WealthMinder's investors?
WealthMinder has 3 investors. Key investors include AdvisorEngine, Signatures Capital, and Green Visor Capital.
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