inVesti Financial Information, Including Revenue, Investors, Funding, Competitors & Key Metrics
WealthPlus provides a modern, unified platform that enables financial professionals to meet client needs with a complete workplace solution, supporting multiple plan and account types within the benefit stack. This includes, but is not limited to, Retirement Plans, IRAs, and HSAs, all accessible with a single sign-on. We understand the evolving needs of employers and employees who seek a modern approach to managing and engaging with employee benefits. Today’s workforce faces unique challenges ac
WealthPlus provides a modern, unified platform that enables financial professionals to meet client needs with a complete workplace solution, supporting multiple plan and account types within the benefit stack. This includes, but is not limited to, Retirement Plans, IRAs, and HSAs, all accessible with a single sign-on. We understand the evolving needs of employers and employees who seek a modern approach to managing and engaging with employee benefits. Today’s workforce faces unique challenges ac
Company Highlights
Employees
MoM Headcount Growth
YoY Headcount Growth
Year Founded
2022
7
Location (HQ)
USA
16.39%
39.22%
Key Metrics
Senior Hires
Name | Linkedin Profile | Position | Date Joined |
---|---|---|---|
John Doe | https://www.linkedin.com/in/johndoe | CEO | CEO |
Jane Doe | https://www.linkedin.com/in/janedoe | CTO | CTO |
John Smith | https://www.linkedin.com/in/johnsmith | CFO | CFO |
Jane Smith | https://www.linkedin.com/in/janesmith | COO | COO |
Financial Services
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