WEALTHAWK - Crunchbase Company Profile & Funding

Q: Who invested in WEALTHAWK?

WEALTHAWK is funded by Jeff Zisner.

Q: When was the last funding round for WEALTHAWK?

WEALTHAWK closed its last funding round on obfuscated from a Pre-Seed round.

Q: How much funding has WEALTHAWK raised to date?

WEALTHAWK has raised obfuscated.

Overview

WEALTHAWK

Total Funding

obfuscation

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 WEALTHAWK

CB Rank

103205

Wealthawk is a next-generation prospect development platform for wealth managers.

Acquired by

Praxis Solutions

Founded

obfuscation

Private

Pre-Seed

San Diego, California, United States

1-10

www.wealthawk.com/

Consulting

Financial Services

SaaS

Wealth Management

Funding Rounds

Pre-Seed

OBF

obfuscation

Key People

McClain Thiel: CTO

Details

Legal Name

WEALTHAWK inc

Operating Status

Active

Company Type

For Profit

Founders

McClain Thiel

About the Company

Wealthawk is an AI-powered prospect development, tracking, and analytics platform for wealth managers. It also provides holistic services that include advice and planning on tax efficiency, estate planning, spending, alternative assets, family finances, dynamics, and risk management.

Phone Number

+1-949-280-3248

Contact Email

contact@WEALTHAWK.com

Diversity Spotlight

Women Founded

Women Led

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

WEALTHAWK Prospect Development Platform

A platform that identifies and delivers detailed profiles of high-value prospects for wealth managers, enabling targeted engagement when prospects seek financial advice.

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Financials

Company Funding

Funding Rounds

Investors

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Pre Seed Round - WEALTHAWK	1	obfuscated obfuscation	Jeff Zisner	Pre-Seed
obfuscated obfuscation	Pre Seed Round - WEALTHAWK	1	obfuscated obfuscation	Jeff Zisner	Pre-Seed
obfuscated obfuscation	Pre Seed Round - WEALTHAWK	1	obfuscated obfuscation	Jeff Zisner	Pre-Seed
obfuscated obfuscation	Pre Seed Round - WEALTHAWK	1	obfuscated obfuscation	Jeff Zisner	Pre-Seed
obfuscated obfuscation	Pre Seed Round - WEALTHAWK	1	obfuscated obfuscation	Jeff Zisner	Pre-Seed

Funding Rounds

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Pre Seed Round - WEALTHAWK	1	obfuscated obfuscation	Jeff Zisner	Pre-Seed
obfuscated obfuscation	Pre Seed Round - WEALTHAWK	1	obfuscated obfuscation	Jeff Zisner	Pre-Seed
obfuscated obfuscation	Pre Seed Round - WEALTHAWK	1	obfuscated obfuscation	Jeff Zisner	Pre-Seed
obfuscated obfuscation	Pre Seed Round - WEALTHAWK	1	obfuscated obfuscation	Jeff Zisner	Pre-Seed
obfuscated obfuscation	Pre Seed Round - WEALTHAWK	1	obfuscated obfuscation	Jeff Zisner	Pre-Seed

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
Jeff Zisner	Yes	Pre Seed Round - WEALTHAWK	Jeff Zisner
Jeff Zisner	Yes	Pre Seed Round - WEALTHAWK	Jeff Zisner
Jeff Zisner	Yes	Pre Seed Round - WEALTHAWK	Jeff Zisner
Jeff Zisner	Yes	Pre Seed Round - WEALTHAWK	Jeff Zisner
Jeff Zisner	Yes	Pre Seed Round - WEALTHAWK	Jeff Zisner