Cordant Wealth Partners Revenue
Investment Management • 
Portland, Oregon, United States • 1-10 Employees
Cordant Wealth Partners revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Key Contact at Cordant Wealth Partners
Isaac Presley
President and CEO
Company overview
| Headquarters | 1211 SW Fifth Ave., Suite 2310, Portland, OR 97204, US |
| Phone number | +15036219207 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Debt Management, Risk Management, Tax Planning, Wealth Management, Asset Management, Financial Planning, Estate Planning, RSU, & Espp Management, Intel Benefits, Intel Retirement Plan, Stock Option |
| Founded | 2009 |
| Employees | 1-10 |
| Socials |
Cordant Wealth Partners Email Formats
Cordant Wealth Partners uses 3 email formats. The most common is {first initial} (e.g., j@cordantwealth.com), used 77.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@cordantwealth.com | 77.8% |
{first name} | john@cordantwealth.com | 11.1% |
{first name}{last name} | johndoe@cordantwealth.com | 11.1% |
About Cordant Wealth Partners
At Cordant Wealth, we specialize in comprehensive wealth management for busy professionals, with a focus on Intel employees. As experts in the Intel retirement plan and benefits package, we work with current and former Intel employees who seek fee-only and independent financial guidance. Many of the Intel employees we serve want to know: ● Can I afford to stop working or leave Intel? ● How can I maximize my investment returns? ● Am I contributing enough to the Intel 401(k) and SERPLUS plan to retire on time? ● Should I use the BrokerageLink® 401(k) option? ● How should I optimize my Stock Options, RSU’s, and ESPP shares held in my UBS account? ● How should I choose my healthcare options and SERMA benefits? ● How can I incorporating my Minimum Pension Benefit and accelerated vesting? ● How can I reduce the taxes I pay on my income, investments, and other Intel benefits? With more than a decade of experience working alongside Intel employees, we offer unbiased expertise on those issues and others. We aim to create comprehensive plans to close the loop so you can move confidently toward financial success and get more out of life. Our Process ------------------ We believe in managing wealth holistically and making financial decisions supported by data. We do this through a three-pronged approach, using clear direction, informed strategy, and tactical expertise to build a plan that is customized to you and delivers results. We provide financial planning and investment management for both the Intel and non-Intel accounts. Get Started Now ----------------------- We are currently taking on new clients and welcome the opportunity to meet you. To learn more about making the most of your Intel benefits package, call us today at 503.621.9207 or email us at info@cordantwealth.com.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Cordant Wealth Partners has 5 employees across 2 departments.
Departments
Number of employees
Funding Data
Cordant Wealth Partners has never raised funding before.
Cordant Wealth Partners Tech Stack
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