Wealth Habit, Inc.

Wealth Habit allows employers to cut costs and increase productivity by offering employees user-friendly tools to reduce financial distress.

  • Stage Full Product Ready
  • Industry Mobile
  • Location Austin, TX, USA
  • Currency USD
  • Founded October 2009
  • Employees 3
  • Website wealthhabit.com

Company Summary

The Wealth Habit program provides mobile and on line spending and savings management tools along with team and "friend" competitions to help employees gain control over their financial lives. We charge annual subscription fees to large employers, investment managers, and retirement plan providers who wish to increase 401(k) participation, reduce absenteeism, improve productivity, and lower health care costs associated with financial distress.

Team

  • James Werner
    CEO

    James is an entrepreneur and business evangelist who served as Vice President of Sales for start-up firm, The Pacific Development Group. He led the organization's sales efforts from company inception through a successful exit - establishing the market for call center fund-raising software along the way.

    Over the past 20 years, he has built lasting relationships and negotiated tens of millions of dollars in deals for software firms of all size

  • Brian Gambs
    CTO

    Brian has led product and development teams at several successful start-ups, including HealthShare Technology (acquired by WebMD), and The Pacific Development Group (acquired by BSR, Inc.) Immediately prior to Wealth Habit, Brian was Senior Director of Engineering and Product Development at WebMD, where he led teams building software to help consumers improve their health by changing their behavior and choosing the best health care options.

  • James Werner

Advisors

  • Todd Bauman, Stoel Rives LLP
    Lawyer
    Unconfirmed
    Ron Nelson, Nelson & Company PC
    Accountant
    Unconfirmed

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