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Wealthy

300 employees

Through our Wealth Management platform, we enable professionals to grow wealth for investors. Thousands of partners across the country are using it to focus on their clients, earn a fair share of revenue, and build a second income.

Investor insights

Funding rounds participated in

$5.4M sweet spot round size

Investor type

Privately Held

Basic info

Industry

Financial Services

Sectors

Financial Services

Date founded

2015

Funding rounds raised

Total raised

$5.4M

from 2 investors over 1 rounds

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Wealthy raised $5.4M on June 30, 2024

Investors: Alpha Wave Incubation and + 2 Other investors