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

Company Highlights
Year Founded

2022

icon-altEmployees

7

Location (HQ)

USA

icon-altMoM Headcount Growth

16.39%

icon-altYoY Headcount Growth

39.22%

Key Metrics

Senior Hires

NameLinkedin ProfilePositionDate Joined
John Doehttps://www.linkedin.com/in/johndoeCEOCEO
Jane Doehttps://www.linkedin.com/in/janedoeCTOCTO
John Smithhttps://www.linkedin.com/in/johnsmithCFOCFO
Jane Smithhttps://www.linkedin.com/in/janesmithCOOCOO
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Financial Services