Congruent Wealth Email Formats
Financial Services • 
Jacksonville, Florida, United States • 1-10 Employees
Congruent Wealth Email Formats
Congruent Wealth uses 1 email format. The most common is {first name} (e.g., john@congruentwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@congruentwealth.com | 100% |
Key Contacts at Congruent Wealth
John F. Thompson
Private Wealth Advisor / Owner
David Phillips
Director Of Operations
Company overview
| Headquarters | 7077 Bonneval Rd, Suite 300, Jacksonville, Florida 32216, US |
| Phone number | +19047503077 |
| Website | |
| NAICS | 52 |
| Employees | 1-10 |
About Congruent Wealth
Wealth Management for successful families looking to focus on their life of meaning. We serve a limited number of families who we can provide exceptional value, smart financial advice, wealth preservation strategies and ways to support the people and causes they care about most. A deep understanding of our clients with a focus on what is most important in their lives is the key to personalized, strategic wealth management.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Congruent Wealth has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
Congruent Wealth has never raised funding before.
Congruent Wealth Tech Stack
Discover the technologies and tools that power Congruent Wealth's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
CDN
PaaS
Search engines
Security
JavaScript libraries
Tag managers
Marketing automation
Security
JavaScript libraries
Miscellaneous
United Kingdom
Frequently asked questions
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