WealthZoo
Early Stage
Our Mission is Your Success.
Overview
Raised: $14,950
Total Commitments ($USD)
Platform
TruCrowd
Start Date
03/21/2018
Close Date
06/17/2018
Min. Goal
$10,000
Max. Goal
$1,070,000
Min. Investment
$250
Security Type
SAFE
SEC Filing Type
RegCF
Valuation Cap
$4,000,000
Discount
20%
Rolling Commitments ($USD)
Status
Funded
Reporting Date
06/30/2018
Days Remaining
Funded
% of Min. Goal
Funded
% of Max. Goal
Funded
Likelihood of Max
Funded
Avg. Daily Raise
$170
# of Investors
12
Momentum
Funded
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Year Founded
2017
Industry
Financial & Insurance Products & Services
Tech Sector
Location
Chicago, Illinois
WealthZoo, LLC is here to provide a trusted financial solution. They connect people looking for financial advice with financial advisors to receive safe and unbiased recommendations. WealthZoo helps both the clients, who get the financial tips they need, and the advisors, who can simply and straightforwardly now acquire new clients. The advisors are trustworthy and pre-screened by WealthZoo, and they work to operate in their clients’ best interests. The CEO and founder of WealthZoo was featured on Startup Showcase on WGN Radio, and their social media exposure is high, with their Instagram posts receiving engagement at a rate of greater than 300% the average for a page of our current size, and their first LinkedIn post being seen by over 28,000 people. After all, the number of people in the US that seek financial advice is approximately 110 million, and it’s hard for those people to know where to go or who to turn to. Now, they can rest at ease and talk numbers with someone they can trust -- with some at WealthZoo.
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