30
Growth Score
pts
Heat Score
-37 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience
552973
Wealth Management Platform AI-driven
- Eduardo Ferrin: Co-Founder
About the Company
Wealnest revolutionizes wealth management with an AI-powered platform that eliminates financial fragmentation. We centralize all your liquid and illiquid assets into a single interface. Our technology values everything at market price in real-time to reveal your True Net Worth, from real estate and private equity to financial assets and
collectibles.
We go beyond the numbers: our unique Wealth Wellness Indicator diagnoses your current financial health and future-proofs your tomorrow, projecting retirement and succession scenarios.
A powerful and open technology, soon available via API for integrations with Fintech, Proptech, and Insurtech leaders.
