52
Growth Score
pts
Heat Score
-24 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience
897565
The Wealth Pool is a financial planning platform that simultaneously helps financial advisors and providers grow their business.
- Ed Lamark: Founder & CEO
About the Company
The Wealth Pool is a DIY financial planning tool that simultaneously helps financial advisors and providers identify their ideal prospects.
It collects, cleans, and organizes “pools” of household data to help consumers master their finances by seeing how others manage their own.
We score this household data in a privacy-friendly, FICO-like manner
to help partnering financial advisors and providers identify qualified leads at scale.
