# Wealthrabbit

> Publicly sourced profile assembled by Optimly, in the Optimly AI Brand Index. Last refreshed 2026-10-04.

- **Business Profile:** https://optimly.ai/brand/wealthrabbit
- **Dataset:** https://optimly.ai/brand/wealthrabbit.json
- **Markdown:** https://optimly.ai/brand/wealthrabbit/llms.txt
- **Official website:** https://wealthrabbit.com
- **Slug:** wealthrabbit
- **Categories:** wealth-management-investing

## Overview

- **Tagline:** 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: Brand's website (https://wealthrabbit.com) · 2026-10-04

- **Description:** 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: Brand's website (https://wealthrabbit.com) · 2026-10-04

## Offerings

- **Core capabilities:**
  - SIMPLE IRA
  - SEP IRA
  - Roth SEP IRA
  - Traditional IRA
  - Roth IRA
  - Backdoor Roth IRA
  - professionally managed investment portfolios (including traditional and crypto assets)
  - automated payroll integration for contributions
  - retirement plan rollovers.
Source: Brand's website (https://wealthrabbit.com) · 2026-10-04

- **Pricing:** 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: Brand's website (https://wealthrabbit.com) · 2026-10-04

## Audience

- **Target industry:** Small businesses (up to 100 employees), self-employed individuals, individuals seeking retirement plans, and tax/accounting professionals managing client retirement accounts.
Source: Brand's website (https://wealthrabbit.com) · 2026-10-04

Page last updated 2026-10-04.