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Wealthramp

Wealthramp

Financial Wellness

When you need real financial advice. Accessible, transparent & affordable financial wellness for your workforce.

About

When financial life gets complex, recommend a trusted solution. Wealthramp is a digital matching platform that connects your employees to a network of rigorously vetted fiduciary advisors. Employees complete a brief online survey to identify their unique needs and preferences. Wealthramp does the rest. Within minutes, employees are matched with up to 3 advisors that meet their needs. Every Wealthramp network advisor is hand-selected and screeneed by our founder, investor advocate and award-winning financial educator Pam Krueger. Employees can explore vital information about their matched advisors, then set up a free consult with any or all of the advisors we recommend. Our advisor network is curated to address financial needs of employees at any age or career stage, and various fee models are available.
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Features

Help your employees access thet rusted advice they need. Whether they’re just starting a savings plan, going through a life event or transition, or wondering if they’ll be prepared for retirement. There’s a financial advisor that canhelp navigate these situations, reduce financial stress and create the best outcomes. Services include: - budgeting - funding kids & college - maximizing 401K investments - planning stock option exercise - caring for aging parents, - divorce - estate planning and retirement

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Benefits

of Employees

admit that they're stressed about their finances

OF EMPLOYERS

feel responsible for employee financial wellness

Human Advice

1/3 of employees rank access to unbiased coaches as top next benefit

Higher Net Worth

Over a 15-year period, investors who worked with an advisor have almost 4x the assets of those who didn't

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