


WealthPlus Email Formats
Financial Services • Manhattan, New York, United States • 11-20 Employees
WealthPlus Email Formats
WealthPlus uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@wealthplus.inc), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@wealthplus.inc | 50% |
{first name}{last name} | johndoe@wealthplus.inc | 50% |
Key Contacts at WealthPlus
Meghan Bauer
Director Of Finance
Hardaman Singh
Founder
Leslie Wang
Managing Director
Company overview
| Headquarters | Manhattan, New York, United States |
| Website | |
| NAICS | 52 |
| Founded | 2024 |
| Employees | 11-20 |
About WealthPlus
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 across Retirement, Wealth Management, and Health Services, and the WealthPlus platform is designed to address these, fostering seamless communication and promoting long-term financial wellness. Our commitment as your technology partner begins at enrollment and extends through retirement and beyond, adapting to your business and workforce as financial trends and challenges evolve. Product Features: Secure, Simplified Enrollment Single Sign on Personalized White label Design Interactive Dashboards Customized Managed Accounts Comprehensive Plan Management Dedicated Financial Advisors True Open-Architecture Static Free Onboarding WealthPlus. Customize, Configure, Personalize, Integrate
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
WealthPlus has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
WealthPlus has never raised funding before.
WealthPlus Tech Stack
Discover the technologies and tools that power WealthPlus's digital infrastructure, from frameworks to analytics platforms.
PaaS
Tag managers
Security
Miscellaneous
JavaScript frameworks
Analytics
CDN
Development
Frequently asked questions
4.8
40,000 users



