Our Story
Firm History
2018
Founded
- Our firm was mapped out and set in motion
2019
Layout Created
- The layout of the UX/UI was put together
2020
Changes & Pandemic
- Additional modules were added to the application and for four months the project stopped due to COVID
2021
MVP Ready
- A marginal viable product was completed and testing starting
2022 - January
Software Website Created
- Website to introduce WealthDrive to the world is created
2022 - May
Market Pricing
- Pricing models are set
2022 - August
Launch
- After three painstaking years WealthDrive is launched
Our Vision
Successful leadership, foresight and ingenuity produce results. Never is this truer than at WealthDrive. Through years of working directly in the software, investment and insurance industries, our firm developed the vision to support individuals and business professionals throughout their lives and business practices with advanced software applications, streamlined automations, and advanced sales practices. Our firm is poised to grow not only now but into the very distant future.