Wealthtrace

Overview
Wealth Management Platforms?
Product stageSegments
Expansion
?
Holistic wealth planning services, Advisor financial planning platforms
?

WealthTrace provides comprehensive financial and retirement planning software that combines professional-grade accuracy with consumer-friendly usability. The platform allows users to import and link their investment accounts for daily updates of holdings and balances, providing real-time tracking of investments, performance, transactions, and fees. The software performs year-by-year simulations and enables users to run various scenarios like Roth conversions, inflation changes, tax rate adjustments, and Social Security planning through Monte Carlo simulations to assess the probability of running out of money in retirement. The software analyzes individual holdings in investment accounts and uses that granular data to generate accurate financial projections. WealthTrace's platform includes features for tracking historical performance, account turnover, and fund fees while allowing users to monitor transactions and balances over time. The interface provides immediate results when adjusting inputs and assumptions, offering the flexibility to model different economic scenarios and market conditions. As of October 2023, WealthTrace offers tiered pricing plans starting at USD 229 annually for individual users.

Key customers and partnerships

WealthTrace serves both individual retail investors and financial advisors. The platform is used by Certified Financial Planners (CFPs) and wealth managers to create and analyze client financial plans. Customer testimonials indicate adoption by users across multiple US locations including Hartford, Connecticut; Costa Mesa, California; Atlanta, Georgia; Miami, Florida and Dallas, Texas.


Sources

Disclaimer: This company profile has been generated using data obtained through automated web searches and advanced generative AI technology. While we strive to ensure the accuracy and reliability of our sources, auto-generated information could be outdated or inaccurate and should be verified independently.
HQ location:
Boulder CO USA
Founded year:
2011
Employees:
11-50
IPO status:
Private
Total funding:
-
Last Funding:
-
Last valuation:
-
Key competitors
Filter by the segments to which the disruptor belongs
All segmentsexpand
 
Loading...
Loading...
Loading...
Loading...
Product Overview
-
Loading...
Loading...
Loading...
Loading...
-
Loading...
Loading...
Loading...
Loading...
-
Loading...
Loading...
Loading...
Loading...
-
Loading...
Loading...
Loading...
Loading...
-
Loading...
Loading...
Loading...
Loading...
Product Metrics
-
Loading...
Loading...
Loading...
Loading...
-
Loading...
Loading...
Loading...
Loading...
-
Loading...
Loading...
Loading...
Loading...
-
Loading...
Loading...
Loading...
Loading...
-
Loading...
Loading...
Loading...
Loading...
Company profile
-
Loading...
Loading...
Loading...
Loading...
-
Loading...
Loading...
Loading...
Loading...
-
Loading...
Loading...
Loading...
Loading...
-
Loading...
Loading...
Loading...
Loading...
-
Loading...
Loading...
Loading...
Loading...
Funding data powered by Crunchbase
arrow
menuarrow
Click here to learn more
Get a demo

By using this site, you agree to allow SPEEDA Edge and our partners to use cookies for analytics and personalization. Visit our privacy policy for more information about our data collection practices.