In 2018, a self-employed business individual 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 the technology desired would need to be built.

After several months of contemplating the next move, it became as distinct and clear as a morning sunrise. A complete career shift was needed. If this technology problem existed in this instance, it also existed in other situations. Plus, there was an idea so revolutionary it had to be started quickly.

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 that possilbe have never been seen before which truly set this firm apart. Welcome to a new age and welcome to WealthDrive.