$35MM AUM | $150,000 Rev in
Lake Oswego, OR
WealthFactor is a wealth services company designed for the financial head of household. We are designing technology built for the client empowering them with the tools needed to make managing their wealth simple, accessible, and transparent.
We have built a hybrid robo investment advisor that provides the best parts of what automations and technology as well as in person and personalized expertise/services can offer.
I believe what we have built can be leveraged at its current stage through mergers and partnerships with like minded people and would welcome a brief introductory discussion.
Thanks for the consideration.