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

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

09/11/24, 3:02 PM
Location
https://purecatamphetamine.github.io/country-flag-icons/3x2/US.svgosterville
Money raised
$350,000
Industry
information technology
Round Type
seed

Company Info

Company
Wealthramp
Location
51 oak lane
osterville, massachusetts, united states
Additional Info
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.

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