In 2018, two self-employed business individuals sat in a board room after a long series of meetings with several household technology firms such as Salesforce, Oracle, and BlackDiamond. One thing was for sure, and that was the realization that technology needed to take our current firm to the next level didn’t exist, and what was there was super expensive.

After several months of contemplating our next move, it became as distinct and clear as a morning sunrise. A complete career shift was needed. If we were facing this technology problem, so was everyone else. Plus, there was an idea so revolutionary we quickly realized we had stumbled on something very special.

One key component was agreed upon and still holds true today. That key component is that this firm would be 100% self-funded and owned, so no outside influence from insurance companies, VC firms, or large investment houses could bias the application.

WealthDrive is a disruption to the tech industry and is the first in its class to bring ‘Main Street’ to what was once only reserved for ‘Wall Street’. Also, there are features never seen before which truly set this firm apart. Welcome to a new age and welcome to WealthDrive.