ActiTrust Wealth Management

Investment Management • Plantation, Florida, United States • 1-10 Employees

Company overview

Headquarters	300 S. Pine Island Rd, Suite 305, Plantation, Florida 33324, US
Phone number	+17542290051
Website	actitrust.com
NAICS	5231
SIC	736
Founded	2016
Employees	1-10
Socials

Key Contacts at ActiTrust Wealth Management

Alfredo J. Yanes

Co-Founder/Managing Director/Registered Investment Advisor

Alejandro Yanes

Co-Founder/Director

ActiTrust Wealth Management Email Formats

ActiTrust Wealth Management uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@actitrust.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@actitrust.com	100%

About ActiTrust Wealth Management

At ActiTrust we are passionate about helping our clients achieve their long term financial success through tailored financial strategies designed to build, grow and protect their personal wealth. Our guiding principles are based on the idea that relationships are long term partnerships based on trust, honesty and integrity with the clients interest always ahead of our own!

ActiTrust Wealth Management revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$2,000,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Founder/Owner

Employees by Department

ActiTrust Wealth Management has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

ActiTrust Wealth Management has never raised funding before.

ActiTrust Wealth Management Tech Stack

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

Cloudflare

CDN

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

GoDaddy

Hosting

FMG Suite

Marketing automation

HSTS

Security

FancyBox

JavaScript libraries

Open Graph

Miscellaneous

Datadog

Analytics

Frequently asked questions

ActiTrust Wealth Management is located in Plantation, Florida, US.

You can reach ActiTrust Wealth Management at +17542290051.

ActiTrust Wealth Management was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contacts at ActiTrust Wealth Management

Alfredo J. Yanes

Co-Founder/Managing Director/Registered Investment Advisor

Alejandro Yanes

Co-Founder/Director

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