When was WealthShield founded?

WealthShield was founded in 2016.

Where is WealthShield located?

WealthShield is headquartered in Charlotte, United States.

How many employees does WealthShield have?

As of Apr 30, 2026, the latest employee count at WealthShield is 2.

Is WealthShield a funded company?

WealthShield is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does WealthShield rank among its competitors?

WealthShield ranks 1435th amongst 3113 active competitors, of which 38 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Wolters Kluwer, which secured an undisclosed amount in Apr, 2023.

Who are the top competitors of WealthShield?

WealthShield's top competitors include Wolters Kluwer, MassMutual and American Family Insurance. Among them, Wolters Kluwer secured the most recent funding round in April, 2023.

WealthShield - 2026 Company Profile, Team & Competitors

WealthShield is an unfunded company based in Charlotte (United States), founded in 2016 by Clint Sorenson Cfa Cmt. It operates as an Offers investment advisory services. WealthShield has not raised any funding yet. The company has 3113 active competitors, including 38 funded and 208 that have exited. Its top competitors include companies like Wolters Kluwer, MassMutual and American Family Insurance.

Company Details

Website: wealthshield.co
Email ID: *****@wealthshield.co

Key Metrics

Founded Year

2016

Location

Charlotte, United States

Stage

Unfunded

Ranked

1435^th among 3113 active competitors

Employee Count

2 as on Apr 30, 2026

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View WealthShield's full profile

WealthShield has not raised any funding rounds yet.

The founders of WealthShield is Clint Sorenson Cfa Cmt.

Here are the details of WealthShield's key team members:

Clint Sorenson Cfa Cmt: Co Founder of WealthShield and founder of 1 other company.

View details of WealthShield's Founder profiles and Board Members

WealthShield's employee count trend

WealthShield has 2 employees as of Apr 26. Here is WealthShield's employee count trend over the years:

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Top competitors of WealthShield include Wolters Kluwer, MassMutual and American Family Insurance. Here is the list of Top 10 competitors of WealthShield, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Wolters Kluwer 1836, Alphen Aan Den Rijn (Netherlands), Public	Provider of software, information, and service solutions for professional industries	-	Aimforthemoon, Capricorn Partners	75/100
2nd	MassMutual 1851, Springfield (United States), Funding Raised	Mutual life insurance company	-	GIC, Darby Overseas Investments & 1 others	71/100
3rd	American Family Insurance 1927, Madison (United States), Funding Raised	Personal & business insurance provider	-	-	67/100
4th	Point Digital Finance 2015, Palo Alto (United States), Series C	Online home equity loans platform	$246M	Andreessen Horowitz, Financial Solutions Lab ... & 21 others	65/100
5th	Kroll 1932, New York City (United States), Acquired	Provider of financial and risk advisory solutions	-	Permira, Freeman Spogli & 1 others	62/100
6th	Empower 1891, Greenwood Village (United States), Unfunded	Financial planning and advisory solution for individuals	-	Level Capital Partners	58/100
7th	Lehman Brothers 1850, New York City (United States), Deadpooled	Global financial advisory firm	-	Disruption Venture Partners, Erste Group & 2 others	56/100
8th	Hilltop Holdings 1998, Dallas (United States), Public	Limited information available	-	Oak Hill, Flexpoint Ford	55/100
9th	Signal Advisors 2018, Detroit (United States), Series A	Provider of financial advisory and insurance services	$16M	General Catalyst, Annox Capital & 8 others	55/100
10th	First Command 1958, Fort Worth (United States), Unfunded	Provider of financial planning and advisory services for military personnel	-	-	55/100
1435th	WealthShield 2016, Charlotte (United States), Unfunded	Offers investment advisory services	-	-	18/100