Align Wealth Management

Financial Services • San Jose, California, United States • 1-10 Employees

Company overview

Headquarters	1850 Hamilton Ave, San Jose, California 95125, US
Website	alignwealthmgmt.com
NAICS	52
Founded	2022
Employees	1-10

Key Contact at Align Wealth Management

Giulia Thomas King

Director of Client Success, Investment Advisor Representative

Align Wealth Management Email Formats

Align Wealth Management uses 1 email format. The most common is {first name} (e.g., john@alignwealthmgmt.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@alignwealthmgmt.com	100%

About Align Wealth Management

At Align Wealth Management, we always have your best interest in mind. Our approach to wealth management is comprehensive and objective. Our strategies focus on aligning your values and goals to give you the best probability of achieving your desired future. As your needs evolve, we will be by your side to adjust your plan accordingly.

Align Wealth Management 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

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Align Wealth Management has never raised funding before.

Frequently asked questions

Align Wealth Management is located in San Jose, California, US.

Align Wealth Management was founded in 2022, making it 4 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Align Wealth Management

Giulia Thomas King

Director of Client Success, Investment Advisor Representative

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