What Does Wealth Conductor LLC Do?

Total employees11
HeadquartersNew Albany
Founded2012

Wealth Conductor LLC develops and provides financial planning software designed to help advisors and clients collaborate on achieving their financial goals. Their platform focuses on creating customized, interactive financial plans that are easily understood and adaptable to changing circumstances. Wealth Conductor aims to empower individuals and families to make informed financial decisions through technology-driven planning solutions.

Where Is Wealth Conductor LLC's Headquarters?

Wealth Conductor LLC officeWealth Conductor LLC officeWealth Conductor LLC officeWealth Conductor LLC office
*Images sourced via web search. Rights belong to original owners

HQ Function

The headquarters likely serves as the central hub for the company's operations, including software development, sales, marketing, customer support, and executive management.

Notable Features:

Details about notable HQ facilities or architectural highlights are not publicly available. It is likely a standard office space appropriate for a tech company of its size.

Work Culture:

Without specific details, we can infer that the work culture likely focuses on collaboration, innovation, and client success, given the nature of their business. It probably includes a tech-forward environment with a focus on financial planning and customer service.

HQ Significance:

The headquarters' significance lies in its role as the central operating base for Wealth Conductor, where strategic decisions are made and the company's vision is executed.

Values Reflected in HQ: Values such as client empowerment, innovation, and financial clarity are likely reflected in the design and operation of the headquarters.

Location:

Wealth Conductor primarily serves the US market, though their software could potentially be used by advisors and clients in other regions. Support, development, and sales are likely based in the US.

Street Address:

170 Market St

City:

New Albany

State/Province:

OH

Country:

USA

Where Else Does Wealth Conductor LLC Operate Around the World?

No additional office locations available.

Buying Intent Signals for Wealth Conductor LLC

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Wealth Conductor LLC? Meet the Executive Team

As of April 2025, Wealth Conductor LLC' leadership includes:

Sheri Piper - Chief Executive Officer
Richard West - Chief Information Officer

Who's Investing in Wealth Conductor LLC?

Wealth Conductor LLC has been backed by several prominent investors over the years, including:

No investor information available.

What Leadership Changes Has Wealth Conductor LLC Seen Recently?

Hire0
Exits0

There is no publicly available information about executive new hires or exits at Wealth Conductor LLC within the last 12 months.

What Technology (Tech Stack) Is Used byWealth Conductor LLC?

Discover the tools Wealth Conductor LLC uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Wealth Conductor LLC Email Formats and Examples

Wealth Conductor LLC's email format is likely to be a standard business format, using a combination of first name, last name, or initials.

[first].[last]@wealthconductor.com

Format

john.doe@wealthconductor.com

Example

80%

Success rate

What's the Latest News About Wealth Conductor LLC?

No recent news available.

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