WealthPRIME Email Format
Financial ServicesCalifornia, United States2-10 Employees
WealthPRIME, based in San Jose, California, provides an industry-first smart calculator that combines complex tax rules with retirement plan design to produce a personalized financial profile based on an investor’s income and other factors. This tool enables highly customized financial solutions at a scale typically associated with one-on-one consulting. It emphasizes aggressive plan-design strategies beyond standard 401(k) plans and includes sophisticated alternative investment opportunities intended to increase account values and optimize tax deductions. Founded by Dan Harding, who has spent the past decade delivering wealth management services to high-net-worth individuals and firms, the company specializes in advanced financial planning, tax services, and retirement planning. With a small team, WealthPRIME operates in the financial services sector, offering tailored retirement and tax-focused planning solutions for investors seeking personalized, tax-efficient guidance.