Wealthtender
PrivateCompany Overview
Wealthtender is a fintech company that provides a digital marketing platform and online directory to connect consumers with financial advisors.
Sector
FinTech
Verticals
Wealth Management, Personal Finance, Marketing, RegTech
Business Model
B2B2C
Customer Profile
Subscription SaaS, Freemium
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Wealthtender Comparables
Compare Wealthtender with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Respond.com Inc. | 86% | |
| Harness Wealth | 76% | |
| Zoe Financial | 76% | |
Wealthtender Funding Rounds
Historical fundraising activity
Market signals
Structured signals derived from secondary market and firmographic data.
- May 1, 2025
Monthly visitors increased 37% MoM to 71.7K.
- Nov 11, 2024
Monthly visitors increased 57% MoM.
Wealthtender Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Frequently Asked Questions
Common questions about Wealthtender's valuation, stock price, and market status.