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WealthVenue

WealthVenue

The investment Robot that makes investing right

Cheyenne, Wyoming, US

automated trading, fintech, platform-based service, fintech, investing, investment management, robo-advisor

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Reservations

$121,000 of $300,000
Equity

WealthVenue is raising $300,000 with a minimum reservation of $1,000. Numbers displayed include non-binding reservations before investors are verified, signed, or closed.

Highlights

  • Target of 5,000 clients over the next 24 months
  • Current CAC is $50 per client
  • ARR is $240 per client

Elevator Pitch

No time or not sure how to invest your money ? Meet WealthVenue, the investment robot that builds for you the right investment allocation, and for a low monthly fee, makes your investing decisions

Traction

Starting Seeding Stage for business development

November, 2017

Moved to Google Cloud Platform in 3 regional data centers

September, 2017

Implementing fixes and new features from Users Feedback

June, 2017

Acquisition of our first billable client from Adwords

January, 2017

Multiple A/B Testing for successful AdWords campaigns

December, 2016

Testing our first AdWord Campaign

September, 2016

Successful Integration of our new Trading Algorithm

August, 2016

Entering MVP Stage, Platform is Operational

June, 2016

Our first client integrated with IB Advisory Platform

January, 2016

Prototype is LIVE, early demonstration to friends and family

December, 2015

Documents

Confidential

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