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. WealthMinder operates in a competitive market with competitors including HB Wealth Advisors and My Money Butler, among others.
- Headquarter Raleigh, United States
- Employees 5
- SectorsTechnology
- Phone•••• ••••
- Website wealthminder.com
- Social LinkedIn X Facebook
- Acquired by AdvisorEngine (Feb 2017)
- Total Equity Funding$1.46M (USD)
in 1 rounds
- Latest Funding Round$1.46M (USD), Seed
May 2015
- InvestorsAdvisorEngine
& 2 more
- Employee Count5
- Acquired byAdvisorEngine
(Feb 2017)
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 $1.46M
- Total Rounds 1
- Last Round Seed — $1.46M
- First Round $1.46M
(May 2015)
- Investors Count 2
All 1 funding rounds of WealthMinder with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May 2015 | $1.46M | Seed | – | Signatures Capital, Green Visor Capital | – |
3 investors in total: 3 institutional.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Early-stage investments in US tech and life sciences are targeted. | – | signaturescapital.com | San Francisco, United States | |
US tech investments are targeted by Green Visor Capital. | – | greenvisorcapital.com | San Francisco, United States | |
Digital wealth management platform for financial advisors is offered. | 2014 | advisorengine.com | New York, United States |
Investor details for WealthMinder
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Timeline of WealthMinder
3 dated milestones of WealthMinder across 4 years, from founding to its latest funding, stage changes and deals.
- Founded WealthMinder is founded.
- Funding First funding round of $1.5M.
- Exit Acquired by AdvisorEngine.
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.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| hbwealthadvisors.com | 2002 | Mentor, United States | – | – | An online platform for comparing financial advisory options tailored for investors. | |
| mymoneybutler.com | 2013 | Palo Alto, United States | $100,000 | – | Provides personalized financial advisory services specifically for women. |
Detailed competitors of WealthMinder
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of WealthMinder
Websites that share an audience with WealthMinder (wealthminder.com).
Websites whose visitors overlap most with WealthMinder. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
lifeplanningforyou.com | lifeplanningforyou.com | 100% | – | – | – |
transamericacenter.org | transamericacenter.org | 84% | – | – | – |
retire.prudential.com | retire.prudential.com | 84% | – | – | – |
wwws.betterment.com | wwws.betterment.com | 84% | – | – | – |
topics.forbes.com | topics.forbes.com | 84% | – | – | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 20 similar websites and full traffic analytics for WealthMinder
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 20 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Wealthminder
Complete news archive for WealthMinder
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to WealthMinder
10 companies that operate in the same segment as WealthMinder (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Frequently Asked Questions about WealthMinder
WealthMinder was founded in 2013 and raised its 1st funding round 2 years after it was founded.
WealthMinder is headquartered in Raleigh, United States. It is registered at Raleigh, North Carolina, United States.
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 2015.
WealthMinder has 5 employees.
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.
WealthMinder's top competitors include HB Wealth Advisors and My Money Butler.
WealthMinder has 3 investors. Key investors include AdvisorEngine, Signatures Capital, and Green Visor Capital.
Yes. WealthMinder was acquired by AdvisorEngine in February 2017.