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WealthPlus

WealthPlus Email Formats

Financial ServicesFlag of USManhattan, New York, United States11-20 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.

FormatExamplePercentage
{first initial}{last name}
jdoe@wealthplus.inc
50%
{first name}{last name}
johndoe@wealthplus.inc
50%

Key Contacts at WealthPlus

Flag of US

Meghan Bauer

Director Of Finance

Flag of IN

Hardaman Singh

Founder

Flag of US

Leslie Wang

Managing Director

Company overview

HeadquartersManhattan, New York, United States
Website
NAICS52
Founded2024
Employees11-20

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

Entry
C-Suite
Director

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.

Google Workspace

Google Workspace

Email

Amazon Web Services

Amazon Web Services

PaaS

Google Tag Manager

Google Tag Manager

Tag managers

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

React

React

JavaScript frameworks

Google Analytics

Google Analytics

Analytics

Netlify

Netlify

CDN

styled-components

styled-components

Development

Microsoft 365

Microsoft 365

Email

Frequently asked questions

WealthPlus is located in Manhattan, New York, US.
WealthPlus was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.
WealthPlus has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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