Hi there!
We track 70,000+ AI startups and surface hidden job opportunities that never appear on LinkedIn. Tell us what you're looking for, our AI agent does the searching. It's free and you sign up using Google. Go explore!
Wealth I/O
Wealth I/O is a marketing technology provider that offers a suite of tools designed for financial advisors, registered investment advisors (RIA), and insurance agents. Their products include lead…
Wealth I/O
Wealth I/O is a marketing technology provider that offers a suite of tools designed for financial advisors, registered investment advisors (RIA), and insurance agents. Their products include lead…
TL;DR
Company: Wealth I/O
Headquarters: Richmond / Virginia Beach area, Virginia, United States
Product: AI-powered marketing and client-engagement SaaS for financial advisors and RIAs
Founder: Jonathan Michael
Team size: 1–10 employees
Known funding: $400k seed (reported Jul 2020)
Company Overview
Problem Domain
Marketing technology and client engagement for wealth management and financial advisory firms.
Founded
2020
Industry
SaaS; Marketing Technology for Financial Services
Funding Track Record
$400,000
Dealroom lists a $400k seed in July 2020; other public profiles show one early/pre-seed round with amount not publicly displayed.
Founders
What we do
Join the Team
Startup jobs. A lot of them.
Your next opportunity is in here somewhere. Sign up to explore 70,000+ startups and their open roles. No spam. No gamification. Just jobs.
70,000+
Startups
82,000+
Open Roles
3,800+
New This Week