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Wealthminder
What Does Wealthminder Do?
Wealthminder provides financial planning software and tools designed for both financial advisors and their clients. Their platform aims to simplify the financial planning process, offering features for goal setting, investment tracking, and collaborative planning. Wealthminder helps advisors streamline their workflows and empower clients to take control of their financial futures.
Where Is Wealthminder's Headquarters?
HQ Function
Serves as the central hub for the company's operations, including software development, sales, marketing, and customer support.
Notable Features:
[Notable features require further research - possibly modern office space or co-working environment]
Work Culture:
[Work culture requires further research - Aim to gather information based on employee reviews and any public statements by Wealthminder]
HQ Significance:
Louisville serves as a strategic location for Wealthminder, potentially offering access to talent and resources within the financial services industry.
Values Reflected in HQ: [Values reflected not available]
Location:
While Wealthminder's primary focus is on the US market, their software is accessible to users globally. They provide financial planning solutions adaptable to varying regulatory and economic environments, ensuring their platform can be utilized by advisors and clients in different countries.
Street Address:
[HQ Street Address - Requires further research for specific address, potentially available on their website or LinkedIn]
City:
Louisville
State/Province:
Kentucky
Country:
USA
Where Else Does Wealthminder Operate Around the World?
[Further research is required to identify other Wealthminder office locations, if any]
Address: [Further research is required to identify the address of any other Wealthminder office locations]
[Further research is required to identify the regional purpose of other Wealthminder office locations]
Buying Intent Signals for Wealthminder
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.
Who's Leading Wealthminder? Meet the Executive Team
As of April 2025, Wealthminder' leadership includes:
Who's Investing in Wealthminder?
Wealthminder has been backed by several prominent investors over the years, including:
What Leadership Changes Has Wealthminder Seen Recently?
No readily available information on significant executive hires or exits within the last 12 months could be found through general web searches. This section requires more in-depth research using specialized business databases.
Departures
New Appointments:
What Technology (Tech Stack) Is Used byWealthminder?
Discover the tools Wealthminder uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Wealthminder Email Formats and Examples
The most common email format used by Wealthminder appears to be [first_initial][last]@wealthminder.com. Please note that this is an estimation and may not be completely accurate.
[first_initial][last]@wealthminder.com
Format
jdoe@wealthminder.com
Example
[Percentage requiring data analysis from sources like Hunter.io or similar tools]%
Success rate
What's the Latest News About Wealthminder?
[news source website - needs research] • [Date of the news - needs research]
[Company name] news title - needs research
[news description - needs research]...more
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