Wealththramp
2 known investors
Wealthramp is a referral service that matches consumers with vetted fee-only fiduciary financial advisors.
Also known as Wealthramp · Wealthramp Inc.
Investors · 2
Company profile
researched Aug 2026Wealthramp Inc. operates a matching service that connects individual investors with fee-only fiduciary financial advisors. Prospective clients complete a short questionnaire about their financial goals and timeline, after which Wealthramp searches its advisor network and presents up to three advisor profiles containing professional qualifications, SEC records and pricing models. Users then choose whether and how to initiate contact; advisors do not reach out until the consumer requests a meeting or call.
Advisors admitted to the network are screened against internal vetting standards that include an interview with the company's founder, and all are described as fee-only fiduciaries compensated without commissions. The company states that advisors cannot pay for elevated placement in search results, and that it does not sell or share users' personal information without permission. The site also offers downloadable personalized guides and a newsletter, and publishes regulatory and disclosure documents including an ADV Part 2, a Client Relationship Summary and a table of referral fees for services [0].
Founding story
Wealthramp was founded by Pam Krueger, Executive Producer and Co-Host of the MoneyTrack series on PBS television, who is described as an investor advocate and educator. According to the company, Krueger observed that most people did not understand how financial advisors are compensated or why that matters, which led her to promote the growth of fee-only advice as a way to improve financial literacy and investing confidence; Wealthramp was built around that objective [0].
Business model
Wealthramp provides advisor matching to consumers and maintains a network of participating fee-only advisors. The company publishes a "Table of Referral Fees for Services" and an advisor login, indicating a referral-fee arrangement with advisors in its network rather than payment for search placement [0].
The site discloses a table of referral fees for services and states that advisors cannot pay for elevated search results, indicating advisor referral fees as the compensation mechanism [0].
Traction
The company states that since 2019 it has matched thousands of consumers with vetted fee-only advisors, and that over 95% of consumers who hire a Wealthramp-recommended advisor remain with that advisor [0].
▸Full profile — market position, go-to-market
Market position
Wealthramp presents itself as an alternative to self-directed searches for advisors, addressing what it characterizes as the difficulty of identifying qualified fiduciary advisors among commission-based salespeople [0].
Wealthramp positions itself on the basis of advisor screening and consumer control: every network advisor is vetted, including an extensive interview with the founder; all are fee-only fiduciaries; advisors cannot purchase higher search ranking; consumers are not contacted until they request a meeting; and personal data is not sold or shared without permission [0].
Go-to-market
Consumers are acquired directly through the company's website via a questionnaire-based intake funnel, supported by downloadable personalized guides, a newsletter, media exposure referenced as "As featured in" placements, and the public profile of founder Pam Krueger through the PBS MoneyTrack series [0].
Individual consumers and investors seeking a financial advisor, at varying stages of their financial lives, who want a fee-only fiduciary rather than a commission-based salesperson [0].
Compiled by commissioned research from 1 cited public sources — announcements, filings, and press listed under research sources below.
Key figures
latest reportedCompany-reported or press-reported figures, each dated to when it was claimed — not independently audited.
▸Research sources · 1
primary sources listed
- Wealththrampwealthramp.com · web
1 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does Wealththramp do?
- Wealthramp is a referral service that matches consumers with vetted fee-only fiduciary financial advisors.
- Who are Wealththramp's investors?
- Wealththramp's investors include CityPark Investments, Stage 1 Ventures.