Overview

WealthConductor, LLC

Information by Research Trustfinance

https://www.wealthconductor.com/

Founded by a team of veteran financial advisors, WealthConductor, LLC was established to address the challenges of creating reliable, sustainable, and flexible retirement income plans. The company's core product is IncomeConductor®, a proprietary, cloud-based software platform designed specifically for financial advisors. The tool enables advisors to create, track, and manage time-segmented retirement income strategies, moving beyond traditional accumulation-focused models to provide clients with a clear roadmap for their retirement finances. WealthConductor's mission is to empower advisors with sophisticated yet intuitive technology to deliver better retirement outcomes for their clients.

Founded in
United States

United States


Industry

    Technology

  • Software DevelopmentPRIMARY

    Financial

  • Other Service
  • Wealth Management