The History of Wealthminder
Seventy percent of people in the U.S. aren’t on the financial track that they want to be, leading to issues for college funds, buying a home, retirement, and more. Fixing this requires smart investments, and many do this with the support of an experienced financial advisor.
However, many who have assets to invest don’t have enough to justify an advisor’s price tag. This is the niche that Wealthminder tries to service—those mid-level individuals looking for help to best utilize their money. To do this, WealthMinder has a suite of services that connect investors and advisors to each other online. Before determining if Wealthminder is the best fit for you, it’s important to read about their offerings and reviews from past customers.
Wealthminder is relatively new on the scene, but it has made sizable steps and changes in that time. It initially started with a public beta of its software platform in December of 2013. Unlike its current state, it was designed to help individual investors create a long-term plan, like a “self-serve” type of service.
In 2015, it shifted to providing services and tools to help individual investors and financial advisors connect with each other. Wealthminder also partnered with Sheryl Garrett to provide its application platform to her over 300-strong network of financial advisors. This enables advisors to walk clients through every step of the financial planning process.