Whealthcare Planning
Financial Services • 
Belmont, Massachusetts, United States • 1-10 Employees
Company overview
| Headquarters | 45 Hay Rd, Belmont, Ma 02478, US |
| Website | |
| NAICS | 52 |
| Keywords | Relationship Building, Longevity Planning, Financial Caretaking Planning, Health Care Cost Estimation, Senior Investor Protection, Financial Fraud Protection |
| Employees | 1-10 |
| Socials |
Key Contact at Whealthcare Planning
Chris Heye
Chief Executive Officer
Whealthcare Planning Email Formats
Whealthcare Planning uses 1 email format. The most common is {first initial} (e.g., j@whealthcareplan.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@whealthcareplan.com | 100% |
About Whealthcare Planning
Our mission is to help older adults and their families make better financial decisions by implementing health care into wealth planning. Our cloud-based applications enable financial advisers to create and implement financial caretaking plans, monitor financial decision making concerns, estimate health care costs, and identify risks of financial fraud. Some of our tools and training materials, including questionnaires, checklists, and conversation scripts have been developed in collaboration with the Massachusetts General Hospital. See what Bob Veres calls “the definitive health planning and longevity planning toolkit" and Joel Bruckenstein refers to as "the gold standard". Winner of the 2019 InvestmentNews Innovation award for best educational materials and 2019 WealthManagement.com award for Thought Leadership from a technology company. www.whealthcareplan.com
Whealthcare Planning revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Whealthcare Planning has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Whealthcare Planning has never raised funding before.
Whealthcare Planning Tech Stack
Discover the technologies and tools that power Whealthcare Planning's digital infrastructure, from frameworks to analytics platforms.
Web servers
JavaScript libraries
Security
JavaScript libraries
Analytics
Hosting
Tag managers
JavaScript frameworks
UI frameworks
Marketing automation
JavaScript libraries
Operating systems
Lao People's Democratic Republic
Spain
United Kingdom
Frequently asked questions
4.8
40,000 users
