Tech Company Financing Transactions
WealthEngine Funding Round
WealthEngine secured a $6.5 million funding round on 3/6/2019. Investors included CIBC Capital Partners.
Transaction Overview
Company Name
Announced On
3/6/2019
Transaction Type
Debt
Amount
$6,500,000
Round
Undisclosed
Investors
Proceeds Purpose
The company intends to use the funds to: continue to expand its offering of innovative analytics tools.
Company Information
Company Status
Private & Independent
Industry
FinTech
Mailing Address
4330 East West Hwy.
Bethesda, MD 20814
USA
Bethesda, MD 20814
USA
Phone
Website
Email Address
Overview
WealthEngine's roots date back to 1991, when its predecessor company--Prospects of Wealth & Resources (POW&R)--began to serve nonprofit and financial organizations with a revolutionary wealth identification screening tool.
Profile
Social Media
Company News
Facebook
YouTube
Management Team
Title
Name
Email & Social
Chief Executive Officer
PV Bóccasam
Chief Financial Officer
Robert Latchford
President
Prag Shah
VP - Customer Service
Raj Khera
VP - Customer Service
Josh Vichness
VP - Engineering
Prashant Nerkar
VP - Finance
Shikha Akolo
VP - General Counsel
Ashima Dhawan
VP - Marketing
Julie Bacon
VP - Product Management
Manmohan Gupta
VP - Regulatory Affairs
Elizabeth Orzechowski
VP - Sales
Adam Tiberian
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