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WELLFIN360
WellFin360 is an independent, fee-only financial planning and coaching firm. It brings together planning, investing, and coaching into one 360° approach.
WELLFIN360
WellFin360 is an independent, fee-only financial planning and coaching firm. It brings together planning, investing, and coaching into one 360° approach. The firm is designed for professionals, business owners, young professionals, first-generation and first-time wealth builders, and small business owners.
General information
Firm type
Asset Manager
Principals
Samanda Morales
Founder
Frequently asked questions
What does WELLFIN360's platform actually do?
The firm provides a digital platform that employers offer to their workforce, bundling retirement plan management with broader financial wellness tools such as budgeting, debt tracking, and goal-based savings. The platform emphasizes education and guided decision-making, aiming to improve employee financial health through the workplace benefits channel. Specific plan types, such as 401(k) or IRA administration, are not explicitly detailed in public materials.
Who runs WELLFIN360?
No named principals, founders, or executive team members are publicly disclosed. The firm's website and public filings do not identify a CEO, CIO, or managing partner. This absence of leadership information is unusual for a platform positioned in the competitive retirement and financial wellness market, where personal brand often plays a role in enterprise sales.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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