WealthZoo

Early Stage

Our Mission is Your Success.

Analytics

Raised to Date: Raised: $14,950

Aggregate Commitments $

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

Funding Type

RegCF

Valuation Cap

$4,000,000

Discount Rate

0%

Rolling Commitments $

Status
Funded
Reporting Date

06/30/2018

Days Remaining
Funded
% of Min. Goal

150%

% of Max. Goal

1%

Likelihood of Max
Funded
Avg. Daily Raise

$170

# of Investors

12

Momentum
Funded
Create a free account today to gain access to KingsCrowd analytics.
Location

Chicago, Illinois

Industry

Financial & Insurance Products & Services

Tech Sector

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.
Create a free account today to gain access to KingsCrowd analytics.

Upgrade to gain access

Pay Monthly
Annually (Save 17%)

Edge

$12.42 /month
billed annually
Free portfolio tracking and KingsCrowd's quantitative ratings on all raises.
Plan Includes:
Everything in Free, plus
Company specific KingsCrowd ratings (excluding risk)
Advanced company search ( with ratings)
Markets page filters and historical industry data
Get Edge Annual

Edge Pro

$41.58 /month
billed annually
Full site access including KingsCrowd's qualitative analyst reports.
Plan Includes:
Everything in Edge, plus
Full access to detailed Analyst Reports (e.g. Top Deal, Deal to Watch, Neutral, and Underweight)
Search and filter based on Analyst Reports
In-depth risk ratings for every raise
Get Edge Pro Annual
Already a member? Log in here.

Create your first portfolio

Create your very own investment portfolio on KingsCrowd.

Now you can track all of your startup investments in one place utilizing our state-of-the-art portfolio tracker tools. To begin, create your first portfolio below.

Add to portfolio
WealthZoo on truCrowd
$
Platform: TruCrowd
Security Type: SAFE
Valuation: $4,000,000

Follow company

Follow WealthZoo on truCrowd
View on TruCrowd (Closed)
Bullish / Bearish
You're Bullish on WealthZoo on truCrowd

Thank you for your vote on WealthZoo on truCrowd

Bullish / Bearish
You're Bearish on WealthZoo on truCrowd

Thank you for your vote on WealthZoo on truCrowd