Founded in 2012, Wealthminder was a B2B2C platform with a mission to make quality financial advice more accessible and affordable. The company provided a digital service that helped individuals find, evaluate, and collaborate with financial advisors. It also offered a suite of financial planning and investment management tools for both the consumer and the advisor to use. In January 2017, Wealthminder was acquired by AdvisorEngine, a wealth management technology platform, and its team and technology were integrated into AdvisorEngine's offerings.

Founded in

United States