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Wealthminder’s mission is empowering financial independence for all Americans. There are currently 118 million households in the US with investable assets, but almost 100 million don’t have sufficient assets to make a traditional relationship with a financial advisor work. Furthermore, the discount brokerages aren't in the game of providing planning or guidance to investors. The result is… · More this huge audience, with almost 9 trillion in assets, really has no-where to turn for help today.
Servicing the masses requires advisors to significantly lower the costs of customer acquisition and service. Wealthminder solves this problem through a combination of a marketplace and a SaaS product. The Wealthminder solution solves the acquisition problem by bringing consumers with defined needs to the advisor. Then, our SaaS product automates much of the planning and implementation process enabling them to deliver quality advice at a price-point that works for both the consumer and the advisor.