Total Funding
17
Total FundingSeed raised
Growth Score
pts
Heat Score
11 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
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Wealthvisor.com is expert insurance and tax advice that you can trust.
Trevor Hall: President and CEOPast Role: Tableau, Software Architect
About the Company
On the Internet, while detailed reviews of local plumbers are abundant, finding recommendations for professionals that have an impact on your money - insurance agents, tax advisors, or financial advisors - is nearly impossible. They're changing that with WealthVisor.com with a single vision: Make it easy to find an advisor that's
recommended most by others just like you.
Wealth Visor gives unbiased reviews of insurance agents, tax preparers, and financial advisors written by clients, and helps navigate through the industry jargon.
Wealth Visor's management and advisors have deep financial services knowledge, and experience building successful Web sites at companies such as ShareBuilder, Amazon.com, Whitepages.com, Marchex, and Fidelity.
