WealthGenius

What WealthGenius does

WealthGenius Inc. is a privately held, Ottawa-headquartered company (with a second headquarters in Irvine, California) that operates an invite-only education, coaching, and community platform focused on multifamily real estate investing. The company was founded by Alfonso Cuadra, a real estate investor who manages more than 600 multifamily units across Canada and serves as CEO, with Ed Hervias as COO. The platform delivers a structured curriculum built around a "Three Pillars" framework (Mindset, Knowledge, Action) and combines on-demand education, personalized coaching and mentorship programs, masterminds, and an Inner Circle community of vetted investors. Distribution and monetization occur through several channels: recurring membership subscriptions (pricing undisclosed, accessed via a request-an-invite funnel), a biannual EXPAND Investor Conference marketed as North America's largest real estate investor event with tiered tickets priced from $987 to $9,887, recurring 3-day in-person bootcamps (e.g., Ottawa, July 2026), virtual workshops, a self-serve educational blog, and a separate e-commerce storefront at wealthgeniusstore.com.

The product is built on a Kajabi storefront and membership infrastructure that handles video course delivery, blog content, event registration, and community features. WealthGenius monetizes four overlapping revenue streams — membership/subscription, event tickets (EXPAND conference and bootcamps), coaching and mentorship (including a 1-year coaching bundle at the $9,887 Investor conference tier), and educational resources such as webinars and masterminds. The customer base spans aspiring and active real estate investors across Canada and the United States, served through a community-led, event-driven go-to-market motion that relies on scarcity (invite-only access), word-of-mouth referrals, and high-profile social proof from named members. A related sub-brand, WealthGenius Gives, houses the Cuadra Youth Foundation, a non-profit founded in 2018 focused on youth leadership and financial literacy.

Revenue is not publicly disclosed, and no external institutional funding, parent company, or merger activity is indicated. Sponsorship revenue from a 17-partner stack across the EXPAND 2026 conference provides a secondary commercial layer.

Name

WealthGenius

Legal name

WealthGenius Inc.

Website

https://wealthgenius.ai

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

WealthGenius is an invite-only, Kajabi-based education, coaching, and community platform that teaches individual investors in Canada and the United States how to build passive income through multifamily real estate investing, monetizing memberships, coaching, the biannual EXPAND Investor Conference, and 3-day bootcamps.

Ownership category

akta.pro rank

Product category

Real Estate Investment Education

NAICS

Educational Support Services (61171), Grantmaking Foundations (813211)

SIC

Services-Membership Organizations (8600)

akta.pro primary industry

Learning Content Bundling & Subscription Passes (All-Access Libraries) (MPACALAL)

Keywords

• Real estate education
• Multifamily investing
• Investor mentorship
• Real estate coaching
• Investor community

Headquarters

HQ city

Ottawa

HQ country

Canada

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Others

Revenue model

1. Membership/Subscription: Invite-only membership program providing access to the real estate investing community, coaching, mentorship, and educational resources. Members pay recurring fees to belong to the community.
2. Event Tickets: Revenue from ticket sales for the EXPAND Investor Conference (ranging from $987 general admission to $9,887 investor tier) and bootcamp events. Non-member pricing is listed; membership likely offered at discounted rates.
3. Coaching and Mentorship: Personalized coaching services where members are matched with coaches tailored to their investment journey. The Investor tier at EXPAND includes '1 Year Coaching with WealthGenius Membership'.
4. Educational Resources and Courses: Access to courses, webinars, masterminds, and meetups covering topics like multifamily investing, underwriting, property inspections, and investment strategies.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels7 records

Core offering

WealthGenius is an invite-only, subscription-based multifamily real estate education community that combines personalized mentoring, group coaching, and an investor networking ecosystem. Its core deliverables include a membership program with educational content and 1:1 coaching, the biannual EXPAND Investor Conference billed as North America's largest real estate investor event, three-day in-person Multifamily Bootcamps, virtual workshops, and an Inner Circle community of 600+ members. The curriculum is built on the proprietary Three Pillars framework of Mindset, Knowledge, and Action, with all delivery hosted on a Kajabi platform.

Product overview

WealthGenius is an invite-only multifamily real estate education platform offering a comprehensive suite of products and services centered around coaching, mentorship, and community. The core offering consists of the WealthGenius Real Estate Education Platform combined with a Bespoke Mentoring Program, providing personalized coaching from experienced investors. The platform delivers education through multiple channels including the EXPAND Investor Conference (biannual event), Multifamily Bootcamp (3-day intensive), Virtual Workshop, and the Inner Circle Community (600+ members). Additional offerings include the WealthGenius Blog for educational content and WealthGenius Gives as a social impact initiative. The platform teaches investors to build passive income through multifamily real estate investing using the Three Pillars of Mindset, Knowledge, and Action.

Differentiator

Problem solved

Functional benefit

Products and services

• WealthGenius Membership Program An invite-only annual membership giving individual investors access to coaching, masterminds, educational resources, the Inner Circle community (600+ members), and the broader WealthGenius network of 1,500+ real estate investors. Pricing is personalized via a qualifying call, and the Investor tier includes one year of WealthGenius coaching.
• WealthGenius Mentoring Program A bespoke one-to-many and one-to-one mentoring program delivered by experienced real estate investors, teaching financial freedom strategies through multifamily real estate investing. Coaching is matched to each member's individual investor journey rather than delivered as generic cohort instruction.
• EXPAND Investor Conference A biannual investor conference marketed as the largest real estate investor event in North America, featuring presentations, workshops, networking opportunities, and a gala. Sold via direct Eventbrite ticket purchase across General ($987), Professional ($1,487), VIP ($2,997), and Investor ($9,887 with one year of WealthGenius coaching included) tiers.
• Multifamily Bootcamp A three-day in-person intensive training bootcamp focused on multifamily real estate investing strategies, held in cities such as Ottawa. Tickets are sold direct, with newsletter-driven free ticket giveaways.
• Virtual Workshop An online three-day workshop delivering virtual real estate investment education and training sessions, sold via direct Eventbrite ticket purchase to individuals across North America.

Quantifiable outcome

• Members have achieved 8-figure portfolios from debt
• +3 more outcomes

Named customers8 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Eleven partnerships are on record, tiered title, platinum, gold, silver, bronze and core.

• Gauvreau CPAtitleStrategic or Co-development Partner · 1 January 2026Gauvreau CPA is the title sponsor of EXPAND 2026 conference. As a CPA firm, they likely provide financial and tax expertise relevant to real estate investing education.
• TAAGplatinumStrategic or Co-development Partner · 1 January 2026TAAG (implied: Transportation Authority or similar) is a platinum sponsor of EXPAND 2026, supporting the premier real estate investor conference.
• Park InsurancegoldStrategic or Co-development Partner · 1 January 2026Park Insurance is a gold sponsor of EXPAND 2026, providing insurance expertise relevant to property investors.
• Rise and ShinegoldStrategic or Co-development Partner · 1 January 2026Rise and Shine is a gold sponsor of EXPAND 2026, aligned with personal development and growth themes in real estate investing.
• Buildwell HomesgoldStrategic or Co-development Partner · 1 January 2026Buildwell Homes is a gold sponsor of EXPAND 2026, likely providing construction or development expertise relevant to real estate investors.
• Phipps and TessiersilverStrategic or Co-development Partner · 1 January 2026Phipps and Tessier is a silver sponsor of EXPAND 2026, likely providing legal or financial advisory services.
• Michael MatthewsilverStrategic or Co-development Partner · 1 January 2026Michael Matthew is a silver sponsor of EXPAND 2026, providing personal branding or business coaching expertise.
• PivotTurnbronzeStrategic or Co-development Partner · 1 January 2026PivotTurn is a bronze sponsor of EXPAND 2026, providing property management services.
• Biosis Real EstatebronzeStrategic or Co-development Partner · 1 January 2026Biosis Real Estate is a bronze sponsor of EXPAND 2026.
• C2K CanadabronzeStrategic or Co-development Partner · 1 January 2026C2K Canada is a bronze sponsor of EXPAND 2026, providing services to Canadian real estate investors.
• Cuadra Youth FoundationcoreOthersThe Cuadra Youth Foundation was officially founded in 2018 by Alfonso Cuadra, with the sole focus of helping young people succeed through leadership, entrepreneurial, personal development, financial literacy, technical and life skills development.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Dean Graziosi: Real estate investing education brand with high-ticket masterminds, courses, and events (B-School, Mastermind.com partnership). Comparable premium-tier creator model and conference-led acquisition motion.
• FortuneBuilders: Coaching and education company founded by Than Merrill and Paul Esajian providing real estate investing mentorship programs and live events. Closely comparable founder-led, premium-ticket coaching model with conference-style events.
• Real Estate Gods (Than Merrill): Creator-led real estate investing masterclass platform by Than Merrill, delivering online courses and high-ticket coaching. Directly comparable online course + community + coaching stack centered on multifamily and residential investing.
• Brent Daniels (ICP): Real estate investing coaching platform and community (Inner Circle of Professionals / ICP) led by Brent Daniels, focused on wholesaling and deal-flow training. Closely comparable invite-style paid community and coaching-led GTM.
• Jake & Gino: Multifamily-focused real estate investing education, mentorship, and community organization hosting paid masterminds and live events. Most directly comparable niche specialization in multifamily syndicating and education.
• BiggerPockets: The largest online community and education platform for real estate investors in North America, offering forums, podcast, webinars, and paid Pro membership. Directly comparable GTM (community-led, content marketing) and overlapping multifamily/investing education content.
• Roofstock: Online marketplace and education platform for single-family rental and multifamily investing with Roofstock Academy courses. Comparable investor-education overlay atop a property-investing franchise.

Broad incumbents

• Rich Dad: Long-established financial education brand built around Robert Kiyosaki's real estate investing content, books, courses, and conferences. Comparable investor-education positioning, but a broader financial-literacy franchise rather than multifamily niche.
• Cardone University: Large established business/sales/investment education brand by Grant Cardone offering courses, masterminds, and live events including real estate content. Comparable high-ticket event-driven model but with broader business-coaching scope.
• Tony Robbins / Mastermind.com: Ultra-premium high-ticket business and wealth coaching community (Business Mastermind, Date with Destiny, Dean Graziosi partnership). Comparable premium ARPU and curated-membership mechanics applied to wealth/life coaching.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/wealthgenius

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about WealthGenius