Wealth2k - Crunchbase Company Profile & Funding

Q: Where is Wealth2k's headquarters?

Wealth2k is located in Boston, Massachusetts, United States.

Overview

Wealth2k

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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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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Raised Funding Round

Jan 1, 1970

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About Wealth2k

CB Rank

715915

Boomer retirement income solutions

Founded

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Private

Boston, Massachusetts, United States

11-50

www.incomeforlifemodel.com

Financial Services

FinTech

Retirement

Key People

Jason Ray: Managing Director
David Macchia: Founder & CEO

Details

Legal Name

Wealth2k, Inc.

Operating Status

Active

Company Type

For Profit

Founders

David Macchia

About the Company

Wealth2k helps broker-dealers, banks and registered investment advisors capture retirement assets in the $20 trillion Boomer retirement market.

Phone Number

781-989-5200

Contact Email

dmacchia@wealth2k.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

The Income for Life Model

A comprehensive solution for retirement income distribution that helps advisors attract and manage retirement assets by providing a transparent and client-focused income plan.

HumanRobo

A digital marketing tool that acts as a personal sales assistant, extending the advisor's reach and presenting the sales presentation for The Income for Life Model.