FPPad Tech Tour: Rich Ellinger of Wealthminder

For our final stop in Washington DC, we connected with Rich Ellinger, founder of Wealthminder, in the shadow of the Washington Monument on the National Mall. Hear how Ellinger is using his background in engineering and startup growth to make quality financial advice accessible to everyone.

(Watch FPPad Tech Tour with Wealthminder’s Rich Ellinger on YouTube)

Donate to the Foundation for Financial Planning and view more FPPad Tech Tour content online at https://www.fppadtechtour.com/

FPPad Tech Tour is brought to you by the following Back Stage Sponsors:
Envestnet|Tamarac: https://www.tamaracinc.com
Orion Advisor Services: https://www.orionadvisor.com
Redtail Technology: https://corporate.redtailtechnology.com

0:10 FPPad Tech Tour Intro
0:41 Rich Ellinger introduction
2:35 What was the draw to found Wealthminder?
4:50 How do you balance your work outside of Wealthminder?
5:54 How can technology help make advisors better at what they do?
7:16 Describe the evolution of Wealthminder as more and more advisors use the solution
8:57 Support for the Foundation for Financial Planning


Author Bill Winterberg

More posts by Bill Winterberg

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