Founded in 2023, Wealthspan is a B2B financial technology company that provides a comprehensive, end-to-end platform for financial advisors. Its mission is to modernize retirement income planning by integrating various tools—such as Social Security optimization, tax-smart distribution strategies, and health-cost analysis—into a single, streamlined interface. The platform is designed to help advisors create more holistic and robust retirement plans, generate compelling proposals, and enhance their client service offerings.

Founded in

Australia