Convergence Wealth Partners Revenue

Financial Services • Redding, California, United States • 1-10 Employees

Convergence Wealth Partners revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at Convergence Wealth Partners

John J. Gardner

CEO

Company overview

Headquarters	5800 Airport Road, Redding, California 96002, US
Phone number	+15302409494
Websites	convergencewp.com financialconvergence.com
NAICS	52
Keywords	Business Succession Planning, Income Planning, Advanced Planning, Tax Efficiency, Social Security Optimization, Fiduciary Advisor, Estate Funding, Wealth Architecture, High Income Earner
Founded	2017
Employees	1-10
Socials

Convergence Wealth Partners Email Formats

Convergence Wealth Partners uses 1 email format. The most common is {first initial} (e.g., j@financialconvergence.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@financialconvergence.com	100%

About Convergence Wealth Partners

Wealth Architecture at its finest. You have worked hard to create your lifestyle. We are a human centered wealth architecture company. We help ensure your plan is optimized for tax efficiency, wealth enhancement, wealth preservation, wealth transfer, and advanced planning.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Convergence Wealth Partners has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Convergence Wealth Partners has never raised funding before.

Convergence Wealth Partners Tech Stack

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

Modernizr

JavaScript libraries

reCAPTCHA

Security

Hotjar

Analytics

Afterpay

Buy now pay later

Stimulus

JavaScript frameworks

HSTS

Security

Google Analytics

Analytics

Google Workspace

Adobe Fonts

Font scripts

Microsoft Clarity

Analytics

Squarespace Commerce

Ecommerce

Google Tag Manager

Tag managers

Frequently asked questions

Convergence Wealth Partners is located in Redding, California, US.

You can reach Convergence Wealth Partners at +15302409494.

Convergence Wealth Partners generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Convergence Wealth Partners has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Convergence Wealth Partners was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Convergence Wealth Partners

John J. Gardner

CEO

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