About WealthTrace
WealthTrace is a company based in United States founded in 2011. It operates as a B2B. WealthTrace operates in a competitive market with competitors including Iress, Planful, Link Group, Modern Wealth Management and Hubly, among others.
- Headquarter United States
- SectorsFinancial Services
- Email••••••••
- Website mywealthtrace.com
- Social YouTube
Apps and channels of WealthTrace
its YouTube channel WealthTrace Planning has 177 subscribers and 17 videos.
Videos from WealthTrace
The most watched videos on WealthTrace's YouTube channel, WealthTrace Planning (177 subscribers). Click a video to play it here.
More on WealthTrace Planning.
Competitors of WealthTrace
WealthTrace 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 Iress, Planful, Link Group, Modern Wealth Management and Hubly, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| iress.com | 1993 | Melbourne, Australia | – | – | Wealth management solutions are provided online for financial markets. | |
| planful.com | 2000 | Redwood, United States | $71.65M | 191 | Cloud-based financial planning and advisory solutions are provided for businesses. | |
| linkgroup.com | 2005 | Sydney, Australia | – | 989 | Retirement and superannuation solutions are provided, including investments and pensions. | |
| modwm.com | 2023 | Lenexa, United States | $200M | 101 | Wealth management services are provided to clients by the firm. | |
| myhubly.com | 2019 | New York, United States | $2.45M | 14 | A business management platform is offered for financial advisors. | |
| iralogix.com | 2015 | Doral, United States | $48.38M | – | Financial planning software for IRA recordkeeping is offered. | |
| asset-map.com | 2008 | Philadelphia, United States | $7.5M | 26 | Cloud-based practice management solution for financial advisors is offered. | |
| leonteq.com | 2007 | Zurich, Switzerland | – | – | Products and Services provider for Structured Products | |
| abaka.io | 2016 | San Francisco, United States | – | – | Patients' clinical and financial aspects are managed via healthcare platform. | |
| bettertradeoff.com | 2015 | Singapore | $1.48M | – | Practice management solutions for financial planners are provided. |
Detailed competitors of WealthTrace
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
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Web traffic of WealthTrace
Websites that share an audience with WealthTrace (mywealthtrace.com).
Websites whose visitors overlap most with WealthTrace. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| financelogix.com | 94% | – | – | View details | |
| moneytree.com | 94% | 19K | #960,803 | View details | |
| justvanilla.com | 91% | 26.2K | #690,088 | View details | |
| millennialmoney.com | 88% | 59.6K | #544,107 | View details | |
| moneyguidepro.com | 86% | 173.3K | #127,275 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 9 similar websites and full traffic analytics for WealthTrace
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 9 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Similar companies to WealthTrace
10 companies that operate in the same segment as WealthTrace (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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Frequently Asked Questions about WealthTrace
WealthTrace was founded in 2011.
WealthTrace is headquartered in United States.
WealthTrace, established in 2011, excels in offering financial products and advice, managing wealth portfolios, providing financial planning, and managing assets. WealthTrace offers financial planning solutions tailored for asset managers. Committed to advancing standards, it focuses on innovation, efficiency, and delivering value to clients worldwide.