Company profile

WealthMeUp

Dream. (L)earn. Invest.

Industry
Financial Services
Employees
11
Headquarters
New York
Office locations
2

WealthMeUp company summary

WealthMeUp is a company in the Financial Services industry, headquartered in New York. On LinkedIn the company has around 11 employees. The company lists 2 office locations. Its listed specialties include Embedded Finance, Fintech Innovation, Investment-Backed Rewards, Behavioral Finance, Loyalty & Customer Retention.

What technology does WealthMeUp use?

No technologies detected yet. Warmrank rechecks company websites on a rolling basis.

About WealthMeUp

WealthMeUp is a registered investment adviser that builds embedded, white-labeled investing into the apps people already use. We help banks, credit unions, and brands engage the next generation, by turning financial engagement into ownership. For banks and credit unions: we meet members the moment they're most engaged, right after they learn about money, and give them a personalized, professionally managed portfolio. Engagement becomes stickier members, more deposits, and lasting loyalty. For e-commerce brands: we turn promotional spend into lasting loyalty. Instead of discounts that erode margin, brands reward their customers with investments in their own name, a reward that grows over time and deepens the relationship. Your brand, our engine: we run the investing end to end — account opening, KYC, portfolio management, and reporting — so you can offer modern, personalized investing without building it yourself.

Specialties

Embedded FinanceFintech InnovationInvestment-Backed RewardsBehavioral FinanceLoyalty & Customer RetentionConsumer Wealth-BuildingFinancial InclusionPurpose-Driven LoyaltyGen Z & Millennial EngagementBrand PartnershipsDigital Customer ExperienceGamified EngagementHigh-Yield Savings Accounts (HYSA)Women’s Financial EmpowermentFinancial Education

Where is WealthMeUp located?

WealthMeUp lists 2 office locations.

New York, US, USHQ
New Haven, US, US

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Frequently asked questions about WealthMeUp

What does WealthMeUp do?

WealthMeUp is a registered investment adviser that builds embedded, white-labeled investing into the apps people already use. We help banks, credit unions, and brands engage the next generation, by turning financial engagement into ownership. For banks and credit unions: we meet members the moment they're most engaged, right after they learn about money, and give them a personalized, professionally managed portfolio. Engagement becomes stickier members, more deposits, and lasting loyalty. For e-commerce brands: we turn promotional spend into lasting loyalty. Instead of discounts that erode margin, brands reward their customers with investments in their own name, a reward that grows over time and deepens the relationship. Your brand, our engine: we run the investing end to end — account opening, KYC, portfolio management, and reporting — so you can offer modern, personalized investing without building it yourself.

How many employees does WealthMeUp have?

WealthMeUp has around 11 employees on LinkedIn.

Where is WealthMeUp headquartered?

WealthMeUp is headquartered in New York.

Where does WealthMeUp have offices?

WealthMeUp lists 2 office locations, including New York, US, US; New Haven, US, US.

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