47
Growth Score in past quarter
pts
Heat Score 47 in past quarter
-9 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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531338
WealthTrace provides Flexible Financial Planning and Retirement Planning Software.
- Doug Carey: President, Owner, and founderPast Role: FactSet, Director and Product Owner of Financial Engineering
About the Company
WealthTrace provides Flexible Financial Planning and Retirement Planning Software.
WealthTrace has the power and accuracy that advisors demand, but with an interface that consumers can enjoy. Advisor Financial Planning and Personal Financial Planning Software: Flexible, interactive, planning software for everybody.