Connect Wealth
Financial Services • 
1906 Towne Centre Blvd, #270, United States • 1-10 Employees
Company overview
| Headquarters | 1906 Towne Centre Blvd, #270, Annapolis, MD 21401, US |
| Phone number | +14103390793 |
| Website | |
| NAICS | 52 |
| Founded | 2022 |
| Employees | 1-10 |
Key Contacts at Connect Wealth
Rusty Poisson
Director Of Business Development
Camila Chiang
Director Of Operations
Diane Price
Director Of Client Services
About Connect Wealth
At Connect Wealth, our goal is to help clients simplify their financial lives so they can focus on what is important. We work with you to help create solutions for your wealth so your finances can become a source of empowerment, instead of a point of anxiety and stress in your life. Our core values to help you accomplish this: 1. Authenticity: Authenticity is at the heart of Connect Wealth. We bring our true selves to work every day, building genuine relationships through personalized interactions rooted in mutual respect and sincerity. 2. Trust: Trust is the foundation of every relationship, starting with our team and extending to our clients. We uphold the highest standards of transparency, ethical practices, and accountability, giving you confidence in every financial decision we guide. 3. Community and Shared Success: Our commitment to community defines us. We believe in shared success: your achievements are our achievements. As partners and neighbors, we foster trust, loyalty, and shared goals, working collaboratively to help our community and clients win. Investment Advisory Services are offered through Mariner Platform Solutions (MPS), a SEC Registered Investment Adviser. Connect Wealth and MPS are not affiliated entities.
Connect Wealth revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Connect Wealth has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Connect Wealth has never raised funding before.
Connect Wealth Tech Stack
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Frequently asked questions
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