40
Growth Score
pts
Heat Score
-8 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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2566343
Wealth2k develops digital planning tools focused on life insurance and annuity distribution.
About the Company
Wealth2k develops digital planning tools focused on life insurance and annuity distribution. It provides structured income planning systems such as constrained investor and wealth ladders, which use fixed annuity products to organize retirement income into time-based segments. The company also produces resources to support agents adapting to
fiduciary regulations through process-based sales approaches.
