KEY PERSONNEL


  • Rich Ellinger (CEO)

Wealthminder is a software company founded in 2012 by Saba co-founder, Rich Ellinger, it's headquartered in McLean, VA. Wealthminder pivoted in 2015 to provide tools and services to help individual investors and financial advisors find each other. Wealthminder's financial planning and practice management software enables clients to enter data about their goals, existing assets, future savings, and willingness to accept risk. It then helps financial advisors create a financial plan and set of recommendations/advice for their clients. Clients have online access to their plan and both parties can monitor process against the plan. Wealthminder also provides a directory of information about financial advisors on its site to enable consumers to research and compare financial advisors. In addition, it allows consumers to request proposals from the fee-only fiduciary advisors that participate in its network.