Wealthmore
Your Advisor. Your AI. Your Portfolio. Your Plan.
United States · $1.0M raised
- Business Model
- B2C
- Website
- wealthmore.net
- Total Funding
- $1.0M
- Last Round
- $1.0M Pre-SeedDec 2023
- Rounds
- 1
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
About
WealthMore is an advisor-led wealth management platform designed to make professional financial guidance accessible to everyday investors. Members are matched with a dedicated CFP-qualified wealth advisor, an AI coach named Mora that tracks progress daily, and a personalized investment portfolio — all for a flat monthly fee starting at $25 with no account minimums and no management fees. The platform covers seven areas of personal finance through its Wealth Plan Puzzle framework, helping users address investing, insurance, tax strategy, retirement, and estate planning in one place. Unlike DIY robo-advisors, WealthMore emphasizes ongoing human advisor relationships delivered through text, calls, and in-app messaging.
Summary
Wealthmore is a Fintech company based in United States. It has raised $1.0M in total across 1 round, most recently a $1.0M Pre-Seed round in Dec 2023. Investors include Andreessen Horowitz and Emmeline Ventures.
Tech & App Stack
5 technologies & apps tracked
Every product and vendor across these categories, with where each signal came from.
Create a free account with 25 free credits every month, no card needed, to unlock the full tech & app stack, funding history, and valuations.
Funding History
Dec 2023
Investors
Similar Companies
Global fintech company operating Alipay and providing digital payment, wealth management, insuran...
Regulated institutional-grade cryptocurrency exchange offering spot trading for Bitcoin, Ethereum...
Robinhood provides retail brokerage, crypto, advisory, banking, and private-markets access throug...
Stripe provides payments, billing, money-management, fraud-prevention, and identity tools that he...
Appears in
Your company? Embed this profile
Add the live badge to your site — it stays current as your funding data updates.
<a href="https://indexed.vc/companies/wealthmore"><img src="https://indexed.vc/api/badge/company/wealthmore" alt="Wealthmore on Indexed.vc" width="260" height="76" /></a>