WEALTHCONDUCTOR, LLC

wealthconductor-llc-logo

WealthConductor's game-changing advisor services platform is called IncomeConductor. IncomeConductor is a comprehensive income distribution strategy, not a single product solution. The platform provides financial professionals the ability to create, track and manage customized income plans that deliver a structured yet dynamic withdrawal strategy to their clients throughout the next phase of their lives.

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WEALTHCONDUCTOR, LLC

Social Links:

Industry:
Financial Services FinTech Retirement SaaS

Founded:
2017-01-01

Address:
Hartford, Connecticut, United States

Country:
United States

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

Total Employee:
1+

Status:
Active

Contact:
860-969-3672

Email Addresses:
[email protected]

Total Funding:
410 K USD

Technology used in webpage:
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Current Employees Featured

sheryl-oconnor_image

Sheryl O&s;Connor
Sheryl O'Connor Chief Executive Officer @ WealthConductor, LLC
Chief Executive Officer
2017-04-01

phil-lubinski_image

Phil Lubinski
Phil Lubinski Co-Founder @ WealthConductor, LLC
Co-Founder
2017-01-01

tom-oconnor_image

Tom O&s;Connor
Tom O'Connor Founder / CMO @ WealthConductor, LLC
Founder / CMO
2017-01-01

Founder


phil-lubinski_image

Phil Lubinski

sheryl-oconnor_image

Sheryl O'Connor

tom-oconnor_image

Tom O'Connor

Official Site Inspections

http://www.incomeconductor.com Semrush global rank: 2.59 M Semrush visits lastest month: 6.75 K

  • Host name: 141.193.213.11
  • IP address: 141.193.213.11
  • Location: United States
  • Latitude: 37.751
  • Longitude: -97.822
  • Timezone: America/Chicago

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More informations about "WealthConductor, LLC"

Our Technology - IncomeConductor

IncomeConductor® is an intuitive software and compelling strategy that allows advisors and clients to truly collaborate to achieve a successful retirement performance.See details»

IncomeConductor - LinkedIn

IncomeConductor LLC was founded in 2017 by advisors experienced in the retirement marketplace. We understand the challenges financial professionals โ€ฆSee details»

IncomeConductor - Org Chart, Teams, Culture & Jobs | The Org

View IncomeConductor's up-to-date org chart, open roles, and culture details. Find executives, board members, teams, related companies, and more.See details»

WealthConductor, LLC - Crunchbase Company Profile & Funding

WealthConductor's game-changing advisor services platform is called IncomeConductor. IncomeConductor is a comprehensive income distribution strategy, not a single product โ€ฆSee details»

IncomeConductor® - Advisor Services

IncomeConductor calculates how your clientโ€™s income plan should be progressing every day, giving you the automation to administer dozens or hundreds of โ€ฆSee details»

IncomeConductor 2025 Company Profile: Valuation, Funding

Information on valuation, funding, cap tables, investors, and executives for IncomeConductor. Use the PitchBook Platform to explore the full profile.See details»

Contact - IncomeConductor

IncomeConductor helps financial advisors create, track, and manage retirement income plans for their clients.See details»

incomeconductor - IncomeConductor

IncomeConductor helps financial advisors create, track, and manage retirement income plans for their clients.See details»

Solutions - IncomeConductor

The IncomeConductor Discovery Editor is the perfect stepping stone into time-segmented retirement income planning. Quickly create educational โ€ฆSee details»

Income Conductor - Morrison Nordmann

Income Conductor IncomeConductor® is the future of retirement planning and we are proud to offer this service to our clients. Developed by a team of financial professionals with over 65 โ€ฆSee details»

IncomeConductor Overview | SignalHire Company Profile

WealthConductor LLC (โ€œWCโ€) was founded in 2017 by advisors experienced in the retirement marketplace. We understand the challenges financial professionals face and what they need โ€ฆSee details»

IncomeConductor® | Advisor Services

IncomeConductor calculates how your clientโ€™s income plan should be progressing every day, giving you the automation to administer dozens or hundreds of plans at once.See details»

IncomeConductor - YouTube

Educational content related to all things retirement income. We develop solutions for financial professionals.See details»

Pricing - IncomeConductor

IncomeConductor helps financial advisors create, track, and manage retirement income plans for their clients.See details»

IncomeConductor Trial Guide - IncomeConductor

IncomeConductor Trial Guide โ€“ Creating Your First Plan Welcome to your IncomeConductor trial! Youโ€™ve made a great choice by taking your first step towards becoming an efficient, compliant โ€ฆSee details»

MANAGING INCOME IN THE NEXT STAGE - IncomeConductor

IncomeConductor® is a product of WealthConductor LLC. This communication and its content are for informational and educational purposes only and should not be used as the basis for any โ€ฆSee details»

Proposal - IncomeConductor

Your Advisor will guide the organization, strategic combination and transition of your financial instruments, while IncomeConductor® will provide the tools to track and manage your planโ€™s โ€ฆSee details»

Pro Guide: Creation through Solutions - help.incomeconductor.com

More detailed descriptions with links to additional information can be found on the Knowledge Base: htps://help.incomeconductor.com/knowledge-base/pro-guide/See details»

IncomeConductor

Join a demo to learn how we can help your practice. Access to 14-day free trials will be granted immediately following your demo. https://incomeconductor.com/demoSee details»

Approved Plan - IncomeConductor

Acknowledgements have reviewed the preceding IncomeConductor® Approved Plan and direct my Advisor to move forward with implementation. agree that the assumptions used to develop โ€ฆSee details»

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