WealthPhase is creating a new software application and portal that changes the paradigm of personal finance management for tens of millions of individuals and households. It changes how people ‘connect with’ their money to meet their day-to-day needs and fulfill goals and dreams.

When we launch our new solutions under our new product and brand, people across all parts of society from students to multimillionaires will enthusiastically embrace this new way to solve one of the most acute problems in their lives: worry over money. The specific concerns may vary from household to another, but financial stress is shared by nearly everyone.

This new paradigm will also transform the personal finance ecosystem. Different types of financial services companies and financial advisors will soon be equipped with significantly better ways to serve their customers and clients.

The change will be so transformative that our partners and we must operate in a stealth mode for now. You can appreciate our strategic need to ‘burst onto the scene’ and not provide too much lead time in our markets.

Society will welcome this big change. When we introduce the new solution, people will be excited. Our users will enthusiastically recommend our solution to their friends and family. In the meantime, we invite you to discover the 13 things you can do with money.

If you would like to discuss a potential opportunity, please contact Doug Root or Lin Pearce.