Key facts
- It has raised $4.5M; the latest was Seed Round ($4.5M) in Nov 2025.
- Status: Privately Held (backing).
- ·Watchlist + deal alerts for The WealthPlan Club
- ·The full record, as it builds
Funding rounds
No funding rounds for The WealthPlan Club are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About The WealthPlan Club
Developer of a financial literacy and wealth-building program designed to help individuals participate in the daily movement of money through passive investing, active trading, or both. The company's program offers options trading and free resources, including a free investing call and free group chat as well as provides personal mentorship focused on wealth accumulation through investing, trading, tax strategy, business credit, real estate, and venture capital, enabling customers to learn what it takes to build a high valuation portfolio.
- Sector
- Financial Services
- HQ
- New York, NY, United States
- Founded
- 2020
- Employees
- 6
- Website
- wealthplan.co/
- Ownership
- Privately Held (backing)
The WealthPlan Club doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in The WealthPlan Club shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on The WealthPlan Club in its N-PORT filings yet. We sweep new filings monthly.