Wealthramp
www.wealthramp.comWealthramp 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.
Read moreWealthramp 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.
Read moreCountry
State
Massachusetts
City (Headquarters)
Boston
Employees
11-50
Founded
2013
Estimated Revenue
$1 to $1,000,000
Social
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Vice President of Technology Wealthramp
Email ****** @****.comPhone (***) ****-****Vice President of Business Development
Email ****** @****.comPhone (***) ****-****Chief Business Officer
Email ****** @****.comPhone (***) ****-****Chief Marketing Officer
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Technologies
(46)