FinovateSpring 2018 / Wealthucate

Presenter Profile:

How they describe themselves: Wealthucate is a completely automated and affordable enterprise software that is changing the look of financial wellness programs. It can improve the participation rate of benefits, help employees to solve financial challenges and personalize your company’s benefit offerings. Explainer video:

Wealthucate, Inc. is headquartered in San Jose, CA. It’s core team brings experience in FinTech and financial wellness from Google, Edward Jones, Intuit, GE Digital, MB Financial, LendKey, TuneCore, AmericanExpress, and LearnVest.

How they describe their product/innovation: Wealthucate software offers a do-it-anywhere planning experience. Users just create an account and set up a profile – no human interaction involved. The app’s smart algorithm will use the profile to come up with personalized tasks that boost a person’s financial health.

Wealthucate makes it easy for employers to improve upon existing financial wellness programs. The software offers a configurable, scalable and secure answer to personalize the experience. In the past, employees were unsure if the benefits were relevant to them. Today, they understand why something is important and what action to take using company resources.

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Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms



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