Wealth With Tess - Crunchbase Company Profile & Funding

Overview

Wealth With Tess

Growth Score

Heat Score

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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About Wealth With Tess

CB Rank

4229558

Wealth with Tess offers financial education for women focused on investing, retirement accounts, and personal finance systems.

Private

wealthwithtess.com

Corporate Training

EdTech

Education

Details

Legal Name

Wealth with Tess

Operating Status

Active

Company Type

For Profit

About the Company

Wealth with Tess provides financial education for women through online programs, free guides, workshops, and content. The platform teaches beginner investors how to use 401(k)s, IRAs, Roth IRAs, and brokerage accounts, build simple stock market portfolios, and automate money systems. Offerings include a signature small-group investing program, live

and self-paced courses, a weekly newsletter, corporate financial wellness workshops, and speaking engagements. Content also covers end-of-life planning, real estate basics, and investing for children.

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Money Confident (Signature Beginner Investing Program)

A virtual small-group and self-paced investing program teaching women how to build simple stock market portfolios and automated retirement systems.

Corporate Financial Wellness Workshops

Live financial and investing education sessions for employee groups, ERGs, and organizations on topics such as 401(k)s, spending plans, and money mindset.