Center City Startup Connects First-Time Investors With Advisors, Making Financial Advice More Accessible

Founded by Mical Jeanlys-White, Center City fintech startup WealthMore connects first-time investors with advisors to make financial advice more accessible.

Founded by Mical Jeanlys-White, Center City tech startup WealthMore connects first-time investors with advisors to make financial advice more accessible, writes Joshua Sidorowicz for CBS News Philadelphia.

“The vast majority of wealthy people have access to a wealth advisor, and that access means they grow two to three times more wealth,” said Jeanlys-White. “WealthMore is doing that for everyday people.”

Jeanlys-White launched the app last year following a career with major banking institutions, including American Express and JPMorgan Chase. She currently leads a team of ten and is targeting 100,000 users this year. Her goal is to help close the wealth gap by providing accessible, affordable financial advice.

The app provides educational resources along with financial advice from qualified advisors.

“We’re giving everybody the playbook,” she said.

Polling shows that fewer than a third of Americans who own stock rely on an advisor, and Black women are the least likely to seek such guidance. For Jeanlys-White, that statistic gives the project a deeply personal meaning.

“My grandmother was a super-saver, but had she had the benefit of a wealth advisor, she would’ve been a millionaire; she would’ve had that generational wealth transfer,” she said.

Read more about WealthMore and how it works to build financial freedom at CBS News Philadelphia.

_____

Editor’s Note: This post was originally published on PHILADELPHIA.Today in August 2025.



Share This Story:

"*" indicates required fields

This field is hidden when viewing the form
BT Yes
This field is hidden when viewing the form
BT Sub Source


Trending Stories