Annex Wealth Management Revenue
Financial Services • 
Brookfield, Wisconsin, United States • 101-200 Employees
Annex Wealth Management revenue & valuation
| Annual revenue | $18,000,000 |
| Revenue per employee | $112,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $57,600,000 |
| Total funding | No funding |
Key Contacts at Annex Wealth Management
Michael Kirk
Associate Director Of Growth
Mark Pent
Branch Director
Fred Coleman
Regional Director
Deanne Phillips
Managing Director Of Client & Community Engagement
Leesa Gilliam
Regional Director - Wealth Advisor Team Leader At Annex Wealth Management
Jeff Stanich
Branch Director
Greg Batiansila
Director Of Marketing
Kenneth Symes
Senior Director Of Wealth Services
Amy Kiiskila
Director Of Wealth Strategy
Jason Cooper
Director Of Equity Research
Company overview
| Headquarters | 17950 W Corporate Dr, Suite 300, Brookfield, Wisconsin 53045, US |
| Phone number | +12627928930 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Savings, Finance, 401K, Technology, Financial Advice, Investment, Retirement, Team, Trust, Fiduciary, Advisor |
| Employees | 101-200 |
| Socials |
Annex Wealth Management Email Formats
Annex Wealth Management uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@annexwealth.com), used 65.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@annexwealth.com | 65.4% |
{first initial}{last name} | jdoe@annexwealth.com | 29.2% |
{last name}{last name} | doedoe@annexwealth.com | 3.8% |
About Annex Wealth Management
Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. We’ve earned a reputation for excellence in our industry by providing comprehensive and objective services. We strive to understand the nature and special circumstances of each of our clients, focusing on their personal financial situation, and providing ongoing management and solutions. We believe that integrity, customer service and hard work are the foundations for everything else we do. We are committed to working with our clients as a fiduciary providing independent and unbiased advice. In doing so, we strive to provide objective, creative and focused planning. We educate and explain in order to help our clients understand their financial situation and assist in the decision-making process.
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Annex Wealth Management has 103 employees across 11 departments.
Departments
Number of employees
Funding Data
Annex Wealth Management has never raised funding before.
Annex Wealth Management Tech Stack
Discover the technologies and tools that power Annex Wealth Management's digital infrastructure, from frameworks to analytics platforms.
Security
Digital asset management
Form builders
Mobile frameworks
JavaScript libraries
Web servers
Marketing automation
JavaScript libraries
Analytics
Appointment scheduling
Webmail
Italy
Luxembourg
India
South Africa
Singapore
Frequently asked questions
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