Company

WealthCentral

Financial Services 14 employees

Employees: 14
Contacts: 3
Emails: 3

www.wealthcentral.com LinkedIn

WealthCentral Overview

Website: www.wealthcentral.com
Industry: Financial Services
Employees: 14
Founded: 2009
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Proactive Financial Planning Finanical Planning Tools Financial Advisor Tools Financial Software Financial Technology Wealth Management Software Goals Based Financial Planning Retirement Planning Solutions

About WealthCentral

WealthCentral provides financial advisors with the solutions needed to guide clients toward a prosperous financial future. WealthCentral and its products are at the center of the relationship between advisors and their clients. From the early engagement and prospecting phase, to detailed financial goal and spending milestones, to product recommendations, and secure communications and document storage, our portfolio of products empower advisors to guide clients on their financial journey.

WealthCentral Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage

WealthCentral Org Chart

Sample employees and titles

Name	Title	Location	Contact
Denis Venancio Francisco	Product Designer	São Paulo, Brazil	Email
Gene Foxwell	Web Application Developer, UX Developer	Ottawa, Ontario, Canada	Email
Mindy Lewis	Agile Coach - Agile Leader - Change	United States	Email
Bryan Lee	Empowering Financial Advisors		View