This Philly Founder Is Making Generational Wealth Building More Accessible

WealthMore is a financial planning platform that removes barriers and helps young adults with investment advice.

The Philadelphia resident in 2022 founded WealthMore, a platform that provides young adults with access to wealth advisors and financial planning.

A first generation American, Jeanlys-White remembers her family saved a lot, but didn’t have access to information about investing.

“We didn’t live in a zip code where a banker was likely to call — despite having pretty good savings habits and money sitting in bank accounts,” Jeanlys-White said. “It was a big missed opportunity.”

Center City-based WealthMore, which at the end of 2023 raised over $1 million in a pre-seed round, provides access to certified financial planners that can give advice about investing, home buying, estate planning, tax optimization, retirement planning and college planning. The platform is currently in beta, with plans to fully launch this spring.

Jeanlys-White was previously a managing director at JP Morgan Chase. In that role, she noticed that if people had access to information about their financial situation, they were more likely to take action to improve it. She said there are tools out there to gain information about credit, but the wealth building space can be hard to access.

“The reality is those who have a wealth advisor grow two times more wealth,” Jeanlys-White said. A 2016 study out of Canada found that households using financial advisors for at least 15 years accumulated 290% more assets than those that didn’t.

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