Total Funding
4
59
Total FundingSeed raised
Growth Score
0 pts
Heat Score
-1 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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116934
SaaS, Retirement income plan management platform streamlining financial advisors' business
- Sheryl O'Connor: Chief Executive Officer
- Phil Lubinski: Co-Founder
About the Company
WealthConductor'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.
Women Founded
