Wealthminder, a Reston, VA-based provider of financial planning and investment advice software as well as a marketplace for connecting individuals to financial advisors, raised $1.45m in seed capital.
Backers included Green Visor Capital, Signatures Capital and other angel investors.
The company will use the proceeds to further invest in its technology platform, a practice management and communication solution for financial advisors and their clients, and accelerate sales and marketing efforts.
Founded in 2013 by Rich Ellinger, CEO, Wealthminder provides platform that includes financial planning and automated investment advice tools delivered in the cloud through an interface as well as a service for connecting consumers with financial advisors.
The platform is currently offered as a white-labeled solution through independent financial advisors.
FinSMEs
28/05/2015