


Wellbeing Financial
Financial Services • • 1-10 Employees
Company overview
| Headquarters | XX |
| Website | |
| NAICS | 52 |
| Founded | 2023 |
| Employees | 1-10 |
Key Contact at Wellbeing Financial
Jacob Watson
Co-founder and CEO
About Wellbeing Financial
Welcome to Wellbeing Financial—the premier destination for financial management. At Wellbeing Financial, we are dedicated to the financial wellbeing of our users, harnessing innovative, AI-assisted technology to simplify the complexity of financial decisions related to home ownership and investment. Our platform, driven by cutting-edge artificial intelligence, offers comprehensive insights ensuring users receive the best prices and products available, without bias. We ensure users have choices and full transparency—providing complete peace of mind. With Wellbeing Financial, users will experience a holistic approach to managing all their home financial needs through a platform that blends expert insights with practical, user-friendly tools. We revolutionize how users engage with financial products, transforming the decision-making and purchase process into a streamlined, stress-free experience. Join us on the journey to smarter financial management—where our users' financial wellbeing is at the heart of everything we do.
Wellbeing Financial revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Wellbeing Financial has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Wellbeing Financial has never raised funding before.
Frequently asked questions
4.8
40,000 users



