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WealthDefender brings enterprise class financial planning analytics directly to the investor's desktop, mobile device, and price point.

Company Summary

Investors need a better analytic toolset given complex goals, portfolios, constraints, and market dynamics. WealthDefender considers annuities and insurance as well as investment products in planning and portfolio construction. WealthDefender's patent-pending risk- and return-based portfolio construction and its browser or mobile app delivery and price point will disrupt the financial planning software market.


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    Robert Levine

    Dr. Levine has been developing enterprise financial risk and optimization systems for 20 years. He holds DFin, PDip, MBA, and BS Economics degrees from University of California-Berkeley, SMC University, Baruch College / CUNY, and NYU. He has published four finance books and has appeared on satellite radio. He is joined by a small team of PhD economists, quantitative programmers, and user interface / mobile web developers.