Wealthramp
Curated by SignalPlatform connecting individuals with trusted, fee-only financial advisors.
Overview
Wealthramp is a fintech company that focuses on connecting individuals with financial planners and advisors. The platform offers services such as portfolio management, tax-focused planning, estate and legacy planning, and socially responsible investing. Wealthramp operates on a fee-only pricing model, which is intended to align the interests of advisors with those of their clients. The company employs a vetting process to ensure that advisors in its network are fiduciaries, which means they are expected to act in the best interests of their clients. The platform allows users to assess their financial goals, review the qualifications of advisors, and initiate discussions regarding financial guidance.
Key facts
- Founded
- 2016
- Headquarters
- Tiburon, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 3 products and services
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Contact
- Primary office
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