- Our firm was mapped out and set in motion
- The first edition of our application was launched
- An insurance division was added as a subsidiary
- A complete overhaul of our technology was started
- A custom robo-advisor was created to help service the demands of small to medium sized financial firms
- To meet the demands from financial professionals, we created a way to disseminate our investing signals
- Company rebranding and new software launched
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.