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Wealthion Logo
Wealthion CB Rank
681752
Heat Score
38
Wealthion is a financial firm that specializes in financial investment planning.
Founded
obfuscation
Private New York, New York, United States wealthion.com
Advice
Consulting
Financial Services
Overview

Wealthion
Heat Score
38

Growth Score
pts
in past quarter
Heat Score 38
4 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
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
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Wealthion

CB Rank
681752
Wealthion is a financial firm that specializes in financial investment planning.
Founded
obfuscation
Private New York, New York, United States wealthion.com
Advice
Consulting
Financial Services

Key People

  • Photo of Adam Taggart
    Adam Taggart: CEO and Founder
    Past Role: Peak Prosperity, Co-Founder & President

Details

Operating Status Active
Company Type For Profit
Founders  Adam Taggart
About the Company
Wealthion is a financial firm that specializes in financial investment planning. The company was founded in 2021 and is based in New York, New York.
Contact Email info@wealthion.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Advisor Referral Service
A service that connects individual investors with independent financial advisors suited to their financial goals.
Financial Market Insights and Analysis
A platform delivering expert commentary, interviews, and analysis on financial markets, economic trends, and investment strategies.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Employee Profiles 1

Employee Profiles

News

News and Press

News•Feb 10, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

2,099
-58.35%
 in past month

IT Spend

$55.5KThis year, Wealthion is projected to spend $55.5K on IT, according to Aberdeen.

Active Website Tech Count

30Wealthion is actively using 30 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  HSTS.
Sub-Organizations
Frequently Asked Questions

Where is Wealthion's headquarters? Wealthion is located in New York, New York, United States.Who are Wealthion's competitors? Alternatives and possible competitors to Wealthion may include Betterment, Wealthsimple, and  HighTower Advisors.
Who We Are
What We Do
Helpful Links
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