55
35
Growth Score
-18 pts
Heat Score
-11 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
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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See more interactive data and historical milestones on desktop for the best experience
379789
Wealthtender helps people find the right financial professionals and educators to improve their financial life.
- Brian Thorp: Founder and CEOPast Role: Invesco, Head of Financial Advisor Platforms
About the Company
Everyday, millions of people search the internet looking for help with money matters from people they can trust. But search results display more advertisements than links to the financial professionals who are ready to help.
With Wealthtender, people spend less time scrolling through search results and more time finding the right financial
professionals and resources to help with their individual needs, including financial advisors, coaches, blogs, podcasts, online courses and community resources.
