Our vision is for everyone to be an investor

WEALTHMINDER STARTED WITH A SINGLE IDEA…

That everyone should be able access quality financial advice at fair, transparent prices. We’ve been rebuilding the financial services industry ever since.

For financial advisors, we’re creating a robust marketplace that drives new business and a SaaS platform to help you create a financial plan, deliver recommendations, track progress and automate follow-ups. For consumers, we’re making it simpler to connect with a highly-trained professional financial advisor who can help you achieve your long-term goals.

We believe the financial services industry has been stagnant for far too long. We’re working to change that.

MEET OUR FOUNDER

Wealthminder was founded by Rich Ellinger, who brings over 20 years of experience building and managing technology companies to his role as CEO.

Rich began his career as a software engineer at Oracle in the early ‘90s before moving into the startup world. Later, Rich co-founded and grew Saba from the garage to a 600-person public corporation with a $100 million run rate. In 2011, Webs recruited him to join as COO, where he positioned the company for acquisition by Vistaprint for $117 million.

In 2013, Rich and his small team of engineers built the initial version of Wealthminder - a cohesive financial planning software as a service platform - to help financial advisors work with their clients more efficiently. Since then, they’ve expanded their operations to help consumers and financial advisors quickly and easily connect.

Today, Wealthminder is headquartered in the Washington DC metro area, working around the clock to achieve its mission of bringing more transparency and trust to the financial industry by making quality advice accessible to everyone.

If I've learned one thing in my 20+ years of software development, it's the bigger the industry, the more likely it's in need of innovation. And that's the reason I 
decided to start Wealthminder.


– Rich Ellinger

If I've learned one thing in my 20+ years of software development, it's the bigger the industry, the more likely it's in need of innovation. And that's the reason I 
decided to start Wealthminder.


– Rich Ellinger

Our Investors & Advisors
  • GREEN VISOR CAPITAL

  • SIGNATURES CAPITAL

  • BOBBY YADZANI

  • SHERYL GARRETT

  • MARIE SWIFT

Our Team

Wealthminder is composed of a talented team with decades of experience tackling huge real world problems through data, technology, and passion.

  • RICH ELLINGER
  • CEO, Founder
  • Co-founder of Saba, COO of Webs, Stanford Grad, Acapella Enthusiast.
  • JAMES BRUNO
  • Chief Revenue Officer
  • Sales Junkie, Romance Language Enthusiast, Foodie.
  • RYAN KRUGER, CFA
  • Head of Advisor Services
  • Asset allocation guru, Ernst & Young consultant, LBS Grad, triathlon junkie.
  • FRANCIS DE LA CRUZ
  • Head of Development
  • Functional Programming enthusiaist, Rutgers Grad, Sleep deprivation experiment subject.
  • ALEKSANDR LITVAK
  • Frontend Software Engineer
  • Master of Movie Quotes, UMD Grad, Avid Archer Fan.
  • FARAI SIKIPA
  • Head of Growth
  • Growth hacker, UNC Grad, Soccer nut.
  • MELISSA BLANC
  • Account Executive
  • Amateur Ghost Hunter, Professional Ballroom Dancer, Loving Mother.
  • TIFFANY HYNDMAN
  • Customer Success Manager
  • Customer Service Master, Baseball Mom, Cake Boss in Training.
  • JUSTIN MEYERS
  • Account Executive
  • Ole Miss Grad, Outdoor Enthusiast, Dog Lover.
  • JOHN ISSA
  • Account Executive
  • George Mason grad, traveler, plays volleyball during spare time, bills fan.
  • SUNIT CHATTERJEE
  • Backend Software Engineer
  • Delhi University Grad, Avid Cricket Fan, Foodie.
  • SURYA THAMMINAINA
  • Backend Software Engineer
  • Inquisitive Professional, Adventure lover.
  • VISHWAS JAGETIYA
  • Frontend UI Engineer
  • Die-hard Cricket Buff, Backpacker, Loves to Cook
Work with Us
Based in the Washington DC metro area and backed by top VCs and angel investors, we are changing the way consumers and financial advisors connect. We love hackers, mavens, hustlers and rockstars as much as anyone, but we pride ourselves on being smart people who have fun and get things done. If you’re curious about joining us, drop us a line at [email protected]
Engineering
You'll join a small talented team to build the face of our product. One of our core beliefs is poor user experience is a significant challenge (and opportunity) in our space. If you are passionate about creating insanely awesome user experiences using cutting edge frameworks, enjoy working closely with product management, UI and back-end dev and are looking to devote your time and energy to an early stage venture, we'd love to hear from you.
  • 2+ years of front-end development experience
  • Passionate about good web design and clean code; solid knowledge of CSS
  • Experience with recent Javascript frameworks including backbone.js, Ember and AngularJS
  • Master of jQuery, closures and callbacks
  • Knowledge of client-side visualization libraries (highcharts, D3, etc.) a plus
  • Eager to learn new technologies; enjoy trying out new frameworks and coding in your spare time
  • Excellent written and verbal communication skills
  • CS degree from a top-tier institution (or equivalent level of ability)
  • Experience with server-side development a plus (node.js, Ruby, Java/Scala)
Marketing
The Wealthminder marketplace is designed to connect the roughly 100 million US households needing financial assistance with appropriate financial advisors. The goal of this role is to drive the demand side of the marketplace specifically through the domination of Google search for al relevant terms.
  • Key Responsibilities
    • Drive relevant consumer traffic to the site
    • Help with optimizing the conversion funnel connecting people with financial advisors
  • Key Skills
    • Experience with Google and Bing’s services, including Analytics and Webmaster Tools
    • Experience with Google’s Keyword Tool
    • A functional understanding of HTML and CSS
    • The ability to work with back-end SEO elements such as .htaccess, robots.txt, metadata, site speed optimization, and related skills
    • Proven success in link building and viral strategies
    • The ability to deploy an effective local and long-tail search strategy
    • A deep understanding of mobile strategy and how it relates to SEO
    • A solid grasp of how blogging, press releases, social media, and related strategies go hand-in-hand with SEO
    • Experience in building inbound organic search traffic and improving SERPs
    • An up-to-date, working knowledge of current, past, and projected trends in the SEO industry
    • Familiarity with the best tools in the trade
    • Ability to write original, powerful SEO content for blogs and websites.
    • Experience with SEM and other forms of digital marketing a plus