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WEALTHAWK
WEALTHAWK is a next-generation prospect sourcing and management platform that leverages AI to empower wealth managers and financial advisors. It identifies individuals experiencing 'money in motion'…
WEALTHAWK
WEALTHAWK is a next-generation prospect sourcing and management platform that leverages AI to empower wealth managers and financial advisors. It identifies individuals experiencing 'money in motion'…
TL;DR
Product: AI-powered prospect sourcing and client-acquisition platform for wealth managers
Target customers: Wealth managers and financial advisors (HNW and UHNW segments)
Founded / HQ: Founded in San Diego, United States
Team size: Around 6 employees
Company Overview
Problem Domain
Client acquisition and prospect development for wealth management
Industry
Financial services software / Wealthtech
Funding Track Record
Public profiles report a single pre-seed round led by Jeff Zisner; amounts not disclosed in public records.
Founders
What we do
Join the Team
Startup jobs. A lot of them.
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