Our Story
Firm History
2010
Founded
- Our firm was mapped out and set in motion
2011
Software Launched
- The first edition of our application was launched
2015
Insurance Division
- An insurance division was added as a subsidiary
2018
Software Reimagined
- A complete overhaul of our technology was started
2019
Robo-Advisor Launched
- A custom robo-advisor was created to help service the demands of small to medium sized financial firms
2020
Investment Signals
- To meet the demands from financial professionals, we created a way to disseminate our investing signals
2022
Rebrand Complete
- Company rebranding and new software 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.