People are talking.

May 17, 2016
Hear how Ellinger is using his background in engineering and startup growth to make quality financial advice accessible to everyone.
April 18, 2016
Popular financial blogger, Laura Adams, covers five questions you must answer to take your finances to the next level.
December 2, 2015
Wealthminder CEO, Rich Ellinger, walks advisors through how to better leverage technology in a cost effective manner.
November 22, 2015
Author Deborah Fox provides an overview or the robo technology landscape and how companies like Wealthminder can help advisors in their practices.
October 2, 2015
Wealthminder CEO, Rich Ellinger, moderated a very popular debate between Michael Kitces and Lex Sokolin over the place of robo technology in the advisory business.
September 29, 2015
Author Joel Bruckenstein says there are approximately 108 million households with less than $500,000 in investable assets. Clearly, not all are good candidates for the services of a financial advisor, but many are. Wealthminder CEO…
July 6, 2015
Popular financial blogger MoneyGirl (aka Laura Adams) discusses Wealthminder’s new service for connecting consumers with financial advisors.
June 18, 2015
Host, Brian Greenberg, addresses Rich Ellinger from the InVest conference about new cutting edge financial technologies and what Wealthminder can offer its clients…
June 8, 2015
Author Kevin Manny writes about technology start-ups and how some entrepreneurs with a lot of ideas are not getting capital. The good news for Wealthminder is that the firm…
June 5, 2015
Show host and producer Bill Winterberg talks about Guide Financial, Fox Financial Planning Network and Wealthminder, which has raised fresh capital to give…
June 1, 2015
Author Joel Bruckenstein says there are approximately 108 million households with less than $500,000 in investable assets. Clearly, not all are good candidates for the services of a financial advisor, but many are. Wealthminder CEO…
May 29, 2015
The company will use the proceeds to further invest in its technology platform, a next generation practice management and communication solution for financial…
May 28, 2015
Author Kasra Kangarloo writes about how WealthMinder, a Reston-based financial marketplace, is looking to connect financial advisers with people who aren't considered…
May 28, 2015
Two new entrants to the field — Wealthminder and Advizr — were designed to sit on an advisory firm’s website so that prospects could explore their options and co-create plans at far less internal cost to the firm. Both products let…
May 28, 2015
Popular Fortune columnist, Dan Primack, provides highlights of Wealthminder’s recent $1.45M seed round.
May 27, 2015
Author Chris Bing writes about Wealthminder’s growth in this Washington, DC outlet. “One of the things that attracted us to Wealthminder was their focus on user…
April 23, 2015
Wealthminder's dynamic action plan monitoring equips advisors and clients withreal-time visibility to both the plan and the status of each step of the…
April 13, 2015
Author Thomas Coyle writes: Sheryl Garrett, founder and CEO of the Garrett Planning Network, says the sophistication of Wealthminder’s platform and the ability…
April 9, 2015
Author Allessandra Malito writes: With the new platform, advisers will guide clients through their entire financial plan online — from the creation of the plan to when changes…
April 9, 2015
Financial planning software firm Wealthminder has announced that Marie Swift has joined its advisory board, where she will help create a new practice management and client communication solution for financial advisors...
April 8, 2015
Wealthminder, a provider of financial planning and investment advice software, today announced that Marie Swift, a well-known marketing communications…
April 7, 2015
Have you ever wondered if you need a financial advisor or retirement expert? Most of us want expert advice, but aren’t sure if we’re a good candidate to work with a professional.
February 23, 2015
Author Michael Kitces writes: The T3 advisor conference featured a number of “advisor marketing” solutions to…
February 11, 2015
Wealthminder, a provider of financial planning and investment advice software, is partnering with Sheryl Garrett, CFP®, AIF®, founder of the Garrett Planning…