WealthSmyth AI

Software Development • Colorado Springs, Colorado, United States • 1-10 Employees

Company overview

Headquarters	5525 N Union Blvd, Suite 200, Colorado Springs, Colorado 80918, US
Phone number	+18008441146
Website	wealthsmyth.ai
Keywords	Saas, Software, Insurance, ISV, Fintech, AI, Data Network, Insurtech, Agents
Founded	2024
Employees	1-10
Socials

Key Contact at WealthSmyth AI

Andrew Kass

Co-Founder and CPO

WealthSmyth AI Email Formats

WealthSmyth AI uses 1 email format. The most common is {first initial} (e.g., j@wealthsmyth.ai), used 100% of the time.

Format	Example	Percentage
{first initial}	j@wealthsmyth.ai	100%

About WealthSmyth AI

WealthSmyth AI: All-in-one life & annuities sales platform to start, run, and scale your independent agency—create predictable income and help more families build wealth. FILL THE FUNNEL (WARM, COLD & PAID) Import, qualify, convert—warm, cold & paid—grow without burnout or big spend. DISCOVER YOUR IDEAL MARKET (BEYOND MACHO) Pinpoint agent-market fit and auto-segment ideal clients. OUTBOUND WORKFLOWS (CALL • TEXT • EMAIL) Run phone zones with Google Voice; text/email follow-ups; log on one screen. DEALS & COMMISSIONS Track every case from first call to funding—see expected commissions—ditch spreadsheets. ONBOARDING JOURNEYS (TO NET LICENSE) Auto email/SMS/in-app nudges + checklists move New Agents to first apps & commissions with less hand-holding. TEAM VISIBILITY & COACHING (DUPLICATE YOURSELF) See real-time activity; set weekly standards; coach to outcomes. GFI COMMUNITY DATA (PLUG-AND-GO) Carriers, products, payout rates, org structure loaded by GFI community members—start working, not configuring. For agents who work within the ‘Global Financial Impact’ business system. WealthSmyth AI is an independent platform and is not affiliated with or endorsed by Global Financial Impact.

WealthSmyth AI revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Software Development industry and current estimated revenues	$1,100,000
Total funding	$750,000

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

WealthSmyth AI has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

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

Funding Date	Round	Amount	Link to Article
2023-08-30	2	$500,000
2024-11-01	20	$250,000

Funding Insights

$750,000

Total funding amount

$250,000

Most recent funding amount

Number of funding rounds

WealthSmyth AI Tech Stack

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

reCAPTCHA

Security

SiteGround

Hosting

Astra

WordPress themes

Gravity Forms

Form builders

Spectra

WordPress plugins

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Yoast SEO Premium

SEO

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

HTTP/3

Miscellaneous

PHP

Programming languages

Frequently asked questions

WealthSmyth AI is located in Colorado Springs, Colorado, US.

You can reach WealthSmyth AI at +18008441146.

WealthSmyth AI was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

WealthSmyth AI has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

WealthSmyth AI has raised a total of $750,000 across 2 funding rounds. This investment has helped the company grow and expand its operations.

Key Contact at WealthSmyth AI

Andrew Kass

Co-Founder and CPO

4.8

40,000 users