Official announcements, media assets, investor updates, and company milestones from WealthGuard.
Stay updated on our product launches, partnerships, and company growth.
Leading venture firm Sequoia Capital leads the round, with participation from existing investors Y Combinator and a16z. Funds will accelerate product development and enter European markets.
Read Full ReleaseOur new machine learning engine analyzes 50M+ data points daily to provide personalized rebalancing suggestions and tax-loss harvesting opportunities for all users.
Read Full ReleaseWealthGuard's budgeting API is now embedded directly into Chase's mobile banking app, enabling seamless expense tracking and automated savings rules.
Read Full ReleaseThe personal finance platform reaches a major milestone, serving over 750,000 active users across 30 countries with a 94% net promoter score.
Read Full ReleaseNew compliance-grade reporting tools allow users to seamlessly integrate cryptocurrency, NFT, and private equity holdings into their unified tax dashboard.
Read Full ReleaseFollowing MiFID II compliance certification, WealthGuard is now authorized to offer automated investment management across all 27 European Union member states.
Read Full ReleaseOfficial logos, brand guidelines, and executive headshots for press use.
WealthGuard is a next-generation personal finance platform trusted by over 750,000 users worldwide. Founded in 2019, we combine institutional-grade financial technology with intuitive design to help individuals and families budget smarter, invest wisely, and build lasting wealth. Our AI-driven advisory tools, certified financial planners, and bank-level security protocols have helped clients manage over $5B in assets. Headquartered in San Francisco with offices in London and Singapore, WealthGuard is on a mission to make professional financial planning accessible to everyone.
For press requests, interview scheduling, or partnership inquiries, please contact our communications team directly. We typically respond within 24 hours.
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