THE WEALTH POOL

the-wealth-pool-logo

The Wealth Pool is a DIY financial planning tool that simultaneously helps financial advisors and providers identify their ideal prospects. It collects, cleans, and organizes โ€œpoolsโ€ of household data to help consumers master their finances by seeing how others manage their own. We score this household data in a privacy-friendly, FICO-like manner to help partnering financial advisors and providers identify qualified leads at scale.

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THE WEALTH POOL

Social Links:

Industry:
B2B Big Data Employee Benefits Financial Services FinTech Machine Learning Personal Finance SaaS Wealth Management

Founded:
2013-01-01

Address:
Chicago, Illinois, United States

Country:
United States

Website Url:
http://www.thewealthpool.com

Total Employee:
1+

Status:
Active

Contact:
+1 844 897 7526

Email Addresses:
[email protected]

Technology used in webpage:
IPhone / Mobile Compatible Viewport Meta Apple Mobile Web Clips Icon Google Font API Google Tag Manager WordPress Google Analytics Content Delivery Network LetsEncrypt SSL By Default


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Current Employees Featured

ed-lamark_image

Ed Lamark
Ed Lamark Founder & CEO @ The Wealth Pool
Founder & CEO

Founder


ed-lamark_image

Ed Lamark

Official Site Inspections

http://www.thewealthpool.com

  • Host name: 61.125.237.35.bc.googleusercontent.com
  • IP address: 35.237.125.61
  • Location: United States
  • Latitude: 38.6583
  • Longitude: -77.2481
  • Timezone: America/New_York

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More informations about "The Wealth Pool"

About Us - The Wealth Pool

MISSION Create a money management experience where personal finance challenges are met through a collective knowledge share. VISION Lead the way personal finances are managed โ€ฆSee details»

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The Wealth Pool (TWP) gives you community-building tools that help members manage and build their wealth, giving them an incentive to join. As a Distribution Partner (DP) with TWP, your โ€ฆSee details»

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BUSINESSES, EMPLOYERS & ASSOCIATIONS. The Wealth Pool does not dispense financial advice or execute trades โ€“ we leave that to your trusted planner, advisor, or broker. What The โ€ฆSee details»

The Wealth Pool: Employee Directory | ZoomInfo.com

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Have you seen what we do? https://lnkd.in/gf7CrAGM #finacialplanning #expensemanagement #advisor #401k #householdfinances #scaleyourbusiness #personalfinanceโ€ฆSee details»

HUB Team - The Wealth Pool

DIVE IN. Start your 60-day FREE trial, then only $7/month. Join The Wealth Pool to help you plan and make better financial decisions by benchmarking your financial health against โ€œpoolsโ€ of โ€ฆSee details»

The Wealth Pool - Product Hunt

Mar 23, 2021 Join The Wealth Pool to help you plan and make better financial decisions by benchmarking your financial health against โ€œpoolsโ€ of original, crowdsourced household data. โ€ฆSee details»

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