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Company Profile

Wealth

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General Info

Employees
101 - 250
Location
United States
Industries
- Estate Planning
- Financial Services
- Fintech
Founded
2021
Investors
53 StationsCiti VenturesFirebolt Ventures
Parent Company -

Partnership Info

Number of Partners
18
Partner Team Size The number of employees working on partnerships alliances, etc. at this company -
Partner Tech Stack The software this company uses as part of their partnership program.
-
Recent Partners Added The number of partners this company has added on Partnerbase in the last 90 days.
14
Partnerbase Score A proprietary score from 0-100 that shows how centrally connected this company is in the Partnerbase network (higher is more connected).
93
Partner Pages Links to this company's partner page, portal, integration marketplace, etc.
wealth.com/integrations/
API Documentation Links to API and integration documentation for this company. developer.wealth.com/

Salesforce

6,720 Partners

Technology Partner

Google

6,600 Partners

Technology Partner

Microsoft

5,642 Partners

Technology Partner

Zillow

150 Partners

Technology Partner

Carta

92 Partners

Technology Partner

Coinbase

73 Partners

Technology Partner

Wealthbox CRM

49 Partners

Technology Partner

Orion Advisor Solutions

42 Partners

Technology Partner

eMoney Advisor

34 Partners

Technology Partner

Redtail Technology

31 Partners

Technology Partner

SS&C Technologies

25 Partners

Technology Partner

Advyzon

22 Partners

Technology Partner

Yodlee

20 Partners

Technology Partner

18 Partners

Technology Partner

Charles Schwab & Co., Inc.

17 Partners

Technology Partner

Facet Wealth

8 Partners

Technology Partner

SmartRIA

7 Partners

Technology Partner

Cetera Financial Group

6 Partners

Technology Partner

18 Partners

Company	Partnerbase Score	Partners	Type
Salesforce View Company	100	6,720 Partners	Technology
Google View Company	100	6,600 Partners	Technology
Microsoft View Company	100	5,642 Partners	Technology
Zillow View Company	100	150 Partners	Technology
Carta View Company	98	92 Partners	Technology
Coinbase View Company	95	73 Partners	Technology
Wealthbox CRM View Company	98	49 Partners	Technology
Orion Advisor Solutions View Company	93	42 Partners	Technology
eMoney Advisor View Company	94	34 Partners	Technology
Redtail Technology View Company	92	31 Partners	Technology
SS&C Technologies View Company	93	25 Partners	Technology
Advyzon View Company	92	22 Partners	Technology
Yodlee View Company	91	20 Partners	Technology
GV View Company	89	18 Partners	Technology
Charles Schwab & Co., Inc. View Company	80	17 Partners	Technology
Facet Wealth View Company	40	8 Partners	Technology
SmartRIA View Company	83	7 Partners	Technology
Cetera Financial Group View Company	36	6 Partners	Technology

Company Profile

Wealth

General Info

Partnership Info

Partner List

Partnership Ecosystem Map