WeVest
"If you're ready to take control of your future, WeVest provides uncompromised financial navigation, so you can face life with confidence.
- Stage Prototype Ready
- Industry Financial Services
- Location Shrewsbury, NJ, US
- Currency USD
- Founded November 2015
- Employees 1
- Incorporation Type LLC
- Website wevest.money
Company Summary
WeVest empowers all of us to make better financial decisions. Almost everyone could use a financial plan, but almost no one has one. We provide online financial planning to everyone, at the lowest cost in the industry. Using individual user data - either through a brief signup questionnaire, linked accounts, or manual entry - WeVest helps people understand where they are today, what they need to do to accomplish their major financial goals, and how they stack up against people who look just like them.
The average financial plan costs $1000. WeVest will deliver a roust planning tool at a fraction of the cost, with no bait and switch into expensive products or services.
Team
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FounderNeill has spent the last 15 years in the investment management business, involved in various aspects of sales, marketing, client service, product management, trading, operations, research, portfolio management, and risk management. Neill successfully raised approximately $20 billion of outside capital for various investment strategies. He was one of the founding partners of Neuberger Berman upon its management-led buyout from Lehman Brothers.
Previous Investors
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Neill GroomUnconfirmed
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