5E Wealth Revenue

Financial Services • Miami, Florida, United States • 1-10 Employees

5E Wealth revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at 5E Wealth

Cristina Acosta

Founder | Managing Principal

Company overview

Headquarters	1441 Brickell Ave, Miami, Florida 33131, US
Website	5ewealth.com
NAICS	52
Keywords	Wealth Management, Investment Management, Latin America, Wealth Consulting
Founded	2021
Employees	1-10

About 5E Wealth

5E Wealth - Wealth with Intentionality. An independent investment advisory practice, that focuses on wealth management consulting and investment management services for international families and individuals. Advisory services are provided through Bolton Global Asset Management, a SEC registered investment advisor. At 5E Wealth, we have an integrated service model and unique approach to wealth consulting, our purpose is to bridge a family's or a person's values, and wealth cycle with their personal wealth map, which includes their investments. We believe that when clients identify personal aspects of their wealth and define their intentions for wealth, a wealth plan can be designed to deploy capital smartly and intentionally. All while using top wealth tech tools to monitor results.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

5E Wealth has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

5E Wealth has never raised funding before.

5E Wealth Tech Stack

Discover the technologies and tools that power 5E Wealth's digital infrastructure, from frameworks to analytics platforms.

React

JavaScript frameworks

Wix

Blogs

jQuery

JavaScript libraries

AngularJS

JavaScript frameworks

Frequently asked questions

5E Wealth is located in Miami, Florida, US.

5E Wealth generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

5E Wealth has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

5E Wealth was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

5E Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at 5E Wealth

Cristina Acosta

Founder | Managing Principal

4.8

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