WealthMore

Financial Services • Greater Philadelphia Area, Pennslyvania, United States • 11-20 Employees

Company overview

Headquarters	Greater Philadelphia Area, Pennslyvania, United States
Website	wealthmore.net
NAICS	52
Founded	2022
Employees	11-20
Socials

Key Contact at WealthMore

Mical Jeanlys-White

Founder, Ceo

WealthMore Email Formats

WealthMore uses 1 email format. The most common is {first name} (e.g., john@wealthmore.net), used 100% of the time.

Format	Example	Percentage
{first name}	john@wealthmore.net	100%

About WealthMore

WealthMore is the premium, tech enabled, wealth advisor led investing and financial planning service and community. Investors with wealth advisors do better. Join the wealth community led by experts. WealthMore makes it easier to build the wealth and life you want—with expert guidance, community support, and access to investment portfolios managed by our real wealth advisors. Whether you’re just getting started or ready to grow what you’ve already built, our app helps you: ✔️ Connect with our trusted wealth advisors ✔️ Invest in advisor-led diversified portfolios ✔️ Join a supportive financial community ✔️ Track your goals, savings, and progress Plans for Every Step of Your Journey: 🟢 Free Community Membership – Join groups of likeminded wealth builders. All led by our wealth advisors. Get access to our Exclusive Wealth Plan tool, plus insights, content, timely market updates. 🟢 Invest+ – Start working 1:1 with a wealth advisor and investing with just $5,000. Our Invest+ plan is only $25/month 🔵 Premium Advice+ – Work 1-on-1 with a dedicated wealth advisor, invest in our diversified manage portfolios, manage your external and WealthMore investments all-in-one place. Premium Advice+ is only $125/month Built by financial professionals who believe wealth is for everyone. As Seen In: Forbes, TechCrunch, Essence, Black Enterprise, and more. Download WealthMore today. Because building wealth is better together.

WealthMore revenue & valuation

Annual revenue	$941,105
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,100,000
Total funding	$2,000,000

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Employees by Department

WealthMore has 5 employees across 4 departments.

Departments

Number of employees

Funding Data

Explore WealthMore's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount
2023-06-16	13	N/A
2024-05-01	2	$1,000,000
2024-05-01	3	$1,000,000

Funding Insights

$2,000,000

Total funding amount

$1,000,000

Most recent funding amount

Number of funding rounds

WealthMore Tech Stack

Discover the technologies and tools that power WealthMore's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

jQuery CDN

CDN

reCAPTCHA

Security

HTTP/2

Miscellaneous

jQuery

JavaScript libraries

Google Ads

Advertising

Stimulus

JavaScript frameworks

HSTS

Security

Google Analytics

Analytics

Google Workspace

Adobe Fonts

Font scripts

Squarespace Commerce

Ecommerce

Frequently asked questions

WealthMore is located in Greater Philadelphia Area, Pennslyvania, US.

WealthMore was founded in 2022, making it 4 years old. The company has established itself as a significant player in its industry over this time.

WealthMore has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

WealthMore has raised a total of $2,000,000 across 3 funding rounds. This investment has helped the company grow and expand its operations.

Key Contact at WealthMore

Mical Jeanlys-White

Founder, Ceo

4.8

40,000 users