logo
Intelligence
Tracking
Tools
logo
Intelligence
Tracking
Tools

Wealthramp announced it raised $350,000 in an amended filing from an offering of $3 Million

Sep 11, 2024over 1 year ago

Amount Raised

$350,000

Round Type

seed

OstervilleInformation Technology

Company Information

Company

Wealthramp

Location

51 OAK LANE

Osterville, Massachusetts, United States

About

Wealthramp is a fintech company with a mission to connect people to the right fee-only advisor who will help them meet their financial goals throughout their life. We are the only advisor matching platform that doesn’t sell consumers’ information or share without their permission. Every advisor invited to join our network is personally vetted by Founder & CEO Pam Krueger, who has decades of experience in the investment industry and media educating people to never settle for an advisor who doesn’t exceed their expectations. Unlike brokers who sell products and earn commissions, the independent fiduciary CFPs, CFAs and CPAs at Wealthramp are legally held to acting solely in clients’ best interests and have the expertise and characteristics essential to build a relationship with a client that lasts generations.

Related People

2 contacts

Sign in to view contact details

Sign in to view contact details

Funding Insights

Based on industry data
Tech investment trends
83% of B2B companies plan digital investments, with 79% prioritizing customer experience tech