SaaS, Retirement income plan management platform streamlining financial advisors&s; business
Business Model: SAAS
Revenue: $0
Employees: 1-10
Address: 100 Constitution Plaza
City: Hartford
State: CT
Zip: 06103
Country: US
WealthConductor&s;s game-changing advisor services platform is called IncomeConductor. IncomeConductor is a comprehensive income distribution strategy, not a single product solution. The platform provides financial professionals the ability to create, track and manage customized income plans that deliver a structured yet dynamic withdrawal strategy to their clients throughout the next phase of their lives.
Contact Phone:
+18609693672
Contact Email:
Announced Date | Company | Transaction | Money Raised |
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Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 1/2018 | Seed Round | $410k |
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