{"name":"Wealthrabbit","domain":"wealthrabbit.com","url":"https://optimly.ai/brand/wealthrabbit","is_claimed":false,"categories":["wealth-management-investing"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"Built by CPAs & CFP® Professionals for simplicity and transparency; fully digital platform with no paperwork; automated payroll integration for contributions; offers access to SECURE 2.0 tax credits; provides professionally managed portfolios including crypto with no minimums and automatic rebalancing.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://wealthrabbit.com","updated_at":"2026-10-04T00:03:37.816000+00:00"},{"key":"description","label":"Description","shape":"text","content":"WealthRabbit is an online platform providing simple, transparent, and automated retirement planning solutions for small businesses, self-employed individuals, and tax professionals. It offers various IRA types (SIMPLE, SEP, Roth, Traditional, Backdoor Roth) with payroll integration, professionally managed investment portfolios (including crypto), and helps users maximize SECURE 2.0 tax credits.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://wealthrabbit.com","updated_at":"2026-10-04T00:03:37.816000+00:00"}]},{"header":"Offerings","sections":[{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"SIMPLE IRA\nSEP IRA\nRoth SEP IRA\nTraditional IRA\nRoth IRA\nBackdoor Roth IRA\nprofessionally managed investment portfolios (including traditional and crypto assets)\nautomated payroll integration for contributions\nretirement plan rollovers.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://wealthrabbit.com","updated_at":"2026-10-04T00:03:37.816000+00:00"},{"key":"pricing","label":"Pricing","shape":"text","content":"Subscription-based software (implied) with potential revenue share/discounts for accounting professional partners; specific fees for individual/business plans not detailed but platform costs are emphasized as potentially free due to tax credits.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://wealthrabbit.com","updated_at":"2026-10-04T00:03:37.816000+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Small businesses (up to 100 employees), self-employed individuals, individuals seeking retirement plans, and tax/accounting professionals managing client retirement accounts.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://wealthrabbit.com","updated_at":"2026-10-04T00:03:37.816000+00:00"}]}],"last_refreshed_at":"2026-10-04T00:03:37.816000+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=wealthrabbit"}