Wealthminder
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Data broker Information
Covered by
Custom Removals
Type of Data Broker
Business Search
Wealthminder was a software company that operated as a directory and service to connect individual investors with financial advisors. The platform also provided financial planning and practice management software that enabled clients to share their financial goals and assets with advisors to create tailored financial plans. In 2017, Wealthminder was acquired by AdvisorEngine, a wealth management software company, and its services have since been decommissioned. As the platform is no longer operational, it does not actively expose personal or sensitive information, and the direct privacy risks associated with its original service, such as the misuse of financial data, are no longer a concern. To protect personal information online, it is advisable to limit what is shared publicly and to be cautious about the data provided to any financial or advisory platform.