WealthMore

Nothing beats having a product in the WILD! WealthMore is my fifth major product launch. The previous ones came with mega established brands, champagne budgets, huge engineering teams, and millions of existing customers for speedy adoption.  This one has none of those things and is by far the most rewarding! We built an impressive product with a lean mission driven team determined to build a 10X better solution in a market that hasn't served the vast majority of us in 100+ years. I repeat. 70% of Americans don't have access to a wealth advisor. Yet, those who do grow 2X more wealth. Change was long overdue. Thank you to our product beta and pre-registration members 🫶🏽. They believed and waited patiently 🙏🏽.  They signed up knowing the beta wouldn't be perfect but the vision and mission are. They trusted that we would get it done and we DID 👏🏽 How's it going? Very Well. 💎 We're sending unique invitation codes to our early sign up members. 🎊 We're opening accounts. 👏🏽 We're matching members to their dynamic wealth advisors who lead their investment portfolios. Imagine that! Wealth advisors for the rest of us. 🤩 We've executed trades, watched members join communities and enroll in challenges. 🗣️ All of our listening posts are ON and we're soaking it all in. 🛠️ We're busy debugging and making enhancements to the user experience. Fresh eyes and real user feedback are a 🎁 Nothing beats having a product in the WILD! Thank you to Team WealthMore and our investors, supporters, advocates. It takes a village and this one is bar none. Join us. Get the wealth advice you deserve. See you in the community. Find me at #aggressivegrowth, #womenwhowealth, #blackwomenwealth, #collegeplanning, and #retirementplanning. Tell a few friends. WealthMore works better when your friends are here too. Together we go far 🙌🏽

After working in the financial sector for over 20 years, Mical Jeanlys-White founded her own company, WealthMore, a wealth tech with a focus on tackling a key financial barrier—wealth building and management. Her company leverages technology to connect everyday Americans with accessible wealth management services, aiming to provide wealth creation for all. We sat down with her to discuss her journey in raising capital, navigating tax policy, the evolving role of AI, and more. Learn more: https://lnkd.in/e-5R4WB9

We need the help and commitment of policy makers too. Thank you Engine | Advocacy & Foundation and #StartupsEverywhere for the opportunity to share the policies needed to help more Americans retire well and support the growth of tech startups like WealthMore. We discussed the retirement crisis, equitable funding for startups, more favorable tax policies and benefit options for startup employees, and much more. Read the full article here: https://lnkd.in/eVWwRgiN We're certainly helping more Americans build the wealth that will allow them to retire well. Join us. #wealthisforusall Find me in our WealthMore communities. My favs are #retirementplanning, #womenwhowealth, #blkwomenwealth, #firstgenwealth and #collegeplanning

Let’s go Philly tech 🚀 Excited to wrap up the week at Philly Innovation Weekend. It takes a village to build a world class wealth tech. We’re fortunate to have the support of our local ecosystem as we continue to grow WealthMore. Always a treat to see our WealthMore friends and make news one. A special highlight was meeting the next generation of tech, students and graduates of Launchpad Philly. So inspiring 👏🏽 We’re building a community of wealth builders. Join us. #wealthisforusall

“Can you be stopped?” Kenneth C. Frazier The message is seared into my inner voice. Thank you Black Women On Boards and Merline Saintil, our very own WealthMore advisor and investor, for an amazing summit in NYC. John Utendahl inspired my Wall Street career. Denise Y. blazed the way for women like me in tech. To meet both the same night felt like the universe sending the right message at the right time. It was an honor to share space with so many leaders that have inspired me, make new friends, and have so many big brains and big hearts take an interest in WealthMore. My cup runneth over. Merline Saintil Robin Washington Jared Morris Yunice Emir Candice Morgan Kára Temple, MBA Lakecia Gunter Shannon Nash, Esq., CPA Naomi Wheeless Tina Perry Carla Harris Nichole Jordan Leah McGowen-Hare, MSEd Angelique Brunner Laura Teclemariam Shannon Nash, Esq., CPA Karla Martin Jean Harvey Johnson Christiane Pendarvis Jill Pemberton Nicole Y. Lamb-Hale

More exciting news . . . Earlier this year we launched our All The Wealth newsletter. We then expanded All The Wealth to include our monthly market recap. And, now we're thrilled to introduce our All The Wealth chats with our very own WealthMore wealth advisors. Our wealth advisors are CERTIFIED FINANCIAL PLANNERS (CFPs). It helps to get money insights from those professionally educated and certified to do so. We know 70% of Americans do not have access to a wealth advisor. We know those with a wealth advisor grow 2X more wealth (source: Vanguard Advisor Alpha study). It matters. Tune in to our very first episode where Mical Jeanlys-White, our CEO/Founder and Tanya Frias, CFP®, MBA, our Head of Wealth Planning cover what it feels like to have a wealth advisor, year end tips, and holiday planning. Check out our You Tube channel for the full episode: https://lnkd.in/edkGAH6W Join our WealthMore community today. Together we go far.

I'm excited to share that I'll be speaking at The Black Wealth Summit, participating in a panel on "Sustaining Multi-Generational: Trusts, Taxes, Philanthropy & Other Legacy Building Strategies." This event is a vital platform for discussing generational wealth and community empowerment. Looking forward to engaging with fellow speakers and attendees to spark inspiration and foster positive change! #BlackWealthSummit #Portland #GenerationalWealthBuilding

Take the pledge. Our beta launched in June. In the last four months, we've learned a lot. Our members are in 22 states. They show up in our 19 communities ranging from #TeamModerateGrowth, #retirementplanning and #cashmanagment to #firstgenwealth, #womenwhowealth and #menwhowealth. We've learned across our communities that making the commitment to being a wealth builder and having the support to stay on track are key. We created a simple pledge to make it easier. Why? When we state our intentions, our actions are more likely to follow, and we're more likely to succeed. Take the pledge. Join us. #wealthisforusall Share with a few friends. WealthMore works better when your friends are here too.

It's official. WealthMore members are in 22 states and counting 🎊 We launched our beta just 3 months ago. Thank you to our community and early adopters for believing, joining, and helping us to continue to build the best wealth tech that serves us all. Thank you to Team WealthMore and our ever growing crew of supporters and advocates. It takes a village. We're just getting started. Join us. Let's get to 50 states. Why? #wealthisforusall See you in the WealthMore communities. Find me at #womenwhowealth, #blkwomenwealth, #firstgenwealth, #collegeplanning, #retirementplanning

Our first ever WealthMore exhibit is November 7th at the Pennsylvania Conference for Women in Philly. Save the date. We hope to see you there. Stop by to meet our wealth advisors and pick up our #wealthisforusall swag. If Coach Dawn Staley stops by our booth, what should we ask her? 👇🏼 Join us. See you in the community. #wealthisforusall