WealthTrace - Crunchbase Company Profile & Funding

Q: Where is WealthTrace's headquarters?

WealthTrace is located in Boulder, Colorado, United States.

Overview

WealthTrace

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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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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About WealthTrace

CB Rank

531338

WealthTrace provides Flexible Financial Planning and Retirement Planning Software.

Founded

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Private

Boulder, Colorado, United States

11-50

www.mywealthtrace.com

Finance

Financial Services

Software

Key People

Doug Carey: President, Owner, and founder
Past Role: FactSet, Director and Product Owner of Financial Engineering

Details

Operating Status

Active

Company Type

For Profit

Founders

Doug Carey

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.

Phone Number

+118003528850

Contact Email

support@mywealthtrace.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

WealthTrace Retirement Planning Software

Software that provides detailed financial and retirement planning by analyzing investments, expenses, taxes, and Social Security to project retirement outcomes.

WealthTrace Financial Calculators

A suite of calculators for estimating 401(k) benefits, investment fees, dividend returns, loan payoff periods, Social Security payments, and inflation impacts on retirement.