Wealthramp

www.wealthramp.com

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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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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Country

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State

Massachusetts

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City (Headquarters)

Boston

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Employees

11-50

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Founded

2013

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Vice President of Technology Wealthramp

    Email ****** @****.com
    Phone (***) ****-****
  • Vice President of Business Development

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Business Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Marketing Officer

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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