June 28, 2017 5:44 PM ET

Internet Software and Services

Company Overview of Wealthminder, Inc.

Company Overview

Wealthminder, Inc. develops and provides an online tool for long-term financial plan creation and portfolio optimization. The company offers personalized asset allocation, automatic rebalancing, tax-loss harvesting, and account monitoring services. The company also offers customized advice and wealth management techniques. The company was founded in 2013 and is headquartered in Reston, Virginia. As of February 15, 2017, Wealthminder, Inc. operates as a subsidiary of AdvisorEngine, Inc..

11654 Plaza America Drive

Suite 179

Reston, VA 20190

United States

Founded in 2013

Phone:

571-766-8021

Key Executives for Wealthminder, Inc.

Co-founder and Chief Executive Officer
Chief Technology Officer and Co-founder
Advisor, Investor, and Board Member
Age: 53
Compensation as of Fiscal Year 2016.

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Recent Private Companies Transactions

Type
Date
Target
Merger/Acquisition
February 15, 2017
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