Amplius Wealth Advisors Revenue

Financial Services • Blue Bell, Pennsylvania, United States • 11-20 Employees

Amplius Wealth Advisors revenue & valuation

Annual revenue	$1,112,215
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,600,000
Total funding	No funding

Key Contacts at Amplius Wealth Advisors

Matthew Liebman

Founding Partner & Chief Executive Officer

Libby Whittaker

Director | Relationship Manager

Monica Lanzilotta

Director Of Client Experience

Michelle Czarnecki

Director Of Client Operations

Company overview

Headquarters	1787 Sentry Pkwy W, VEVA 16, Suite 100, Blue Bell, Pennsylvania 19422, US
Phone number	+12153107770
Website	ampliuswealth.com
NAICS	52
Keywords	Investments, Wealth Management, Insurance, Financial Planning, Investment Advisory Services, Advisor Coordination
Founded	2021
Employees	11-20
Socials

Amplius Wealth Advisors Email Formats

Amplius Wealth Advisors uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@ampliuswealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@ampliuswealth.com	100%

About Amplius Wealth Advisors

Amplius Wealth Advisors is a registered independent advisory firm, helping successful executives, professionals and multigenerational families, solve complex decisions on how to best protect, sustain, and transfer their wealth.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Director

Founder/Owner

Employees by Department

Amplius Wealth Advisors has 7 employees across 4 departments.

Departments

Number of employees

Funding Data

Amplius Wealth Advisors has never raised funding before.

Amplius Wealth Advisors Tech Stack

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

reCAPTCHA

Security

ScrollMagic

JavaScript libraries

Swiper

JavaScript libraries

Microsoft 365

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

Calendly

Appointment scheduling

Frequently asked questions

Amplius Wealth Advisors is located in Blue Bell, Pennsylvania, US.

You can reach Amplius Wealth Advisors at +12153107770.

Amplius Wealth Advisors generates an estimated annual revenue of $1,112,215. This revenue figure reflects the company's market position and business performance in its industry.

Amplius Wealth Advisors has an estimated valuation of $3,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Amplius Wealth Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Amplius Wealth Advisors

Matthew Liebman

Founding Partner & Chief Executive Officer

Libby Whittaker

Director | Relationship Manager

Monica Lanzilotta

Director Of Client Experience

Michelle Czarnecki

Director Of Client Operations

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