The founder building a wealth-management product her

Aug 24, 2024 · To help build the brand, the company released lifestyle products, such as clothing, and hosted wealth-building conversations at hair salons, doctor’s offices, and conferences. “People were ...

CouponFollow Extension

$5000
OFF

Dominic-Madori Davis On LinkedIn: The Founder Building A Wealth ...

1 week from now

Her response was to launch WealthMore, an investment platform that requires only a $5,000 minimum to connect customers with adviser-led portfolios, licensed wealth advisers, and …

linkedin.com

FAQs about The founder building a wealth-management product her Coupon?

Who invested in wealthmore?

Investors include Emmeline Ventures, First Row Partners, and Ben Franklin Technology Partners. The WealthMore team used LinkedIn to find beta testers and to build its waitlist. Its PR and outreach activities on LinkedIn also benefited the company from a fundraising perspective. Timing. ...

Is female-led wealthtech paving the way for a Purpose-Driven Future?

As family offices navigate the demands of a new era, female-led wealthtech is paving the way for a purpose-driven future. This growing representation of women in wealthtech reflects a broader societal shift toward inclusivity and impact. Embracing female leadership in this space is not just a trend; it's a strategic imperative. ...

Is Women's Leadership a trend in the wealthtech sector?

Embracing female leadership in this space is not just a trend; it's a strategic imperative. There is still a long way to go in the wealthtech sector however to help support and elevate women's leadership, recognizing the competitive advantage that diverse perspectives bring to building sustainable, adaptable solutions. ...

Is there still a way to go in the wealthtech sector?

There is still a long way to go in the wealthtech sector however to help support and elevate women's leadership, recognizing the competitive advantage that diverse perspectives bring to building sustainable, adaptable solutions. Follow me on Twitter or LinkedIn. Check out my website or some of my other work here. ...

How can technology improve wealth management?

As WealthMore continues to grow and expand, it is an example of how technology can be leveraged for financial inclusion and wealth-building and to address the lack of diversity and representation in traditional wealth management firms. ...

How much does wealthmore cost?

Most firms require at least $250,000; some require $2.5 million or more. WealthMore has a tiered pricing model offering three options—the lowest starts at $25 a month and the highest at $1,500 per year. It is introducing financial planning to people 20 years earlier than would normally be the case, commented Jeanlys-White. ...