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Core Wealth Solutions Inc

Core Wealth Solutions Inc

Financial ServicesFlag of CARed Deer, Alberta, Canada1-10 Employees

Company overview

HeadquartersRed Deer, Alberta, Canada
Website
NAICS52
Keywords
Investments, Risk Management, Tax Planning, Wealth Management, Group Benefits, Insurance, Estate Planning, Innovation, Life Insurance
Founded2020
Employees1-10

Key Contact at Core Wealth Solutions Inc

Flag of CA

Collin Noble

President

Core Wealth Solutions Inc Email Formats

Core Wealth Solutions Inc uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@corewealthsolutions.com), used 100% of the time.

FormatExamplePercentage
{first name}.{last name}
john.doe@corewealthsolutions.com
100%

About Core Wealth Solutions Inc

Core Wealth Solutions provides Wealth Advisory services to progressive CPA firms and law firms with a contemporary approach. Our team of designated financial professionals understands the changing financial landscape and helps CPA firms and law firms stay competitive in todays environment.

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Core Wealth Solutions Inc revenue & valuation

Annual revenue$171,110
Revenue per employee$86,000
Estimated valuation?$547,552
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Core Wealth Solutions Inc has never raised funding before.

Core Wealth Solutions Inc Tech Stack

Discover the technologies and tools that power Core Wealth Solutions Inc's digital infrastructure, from frameworks to analytics platforms.

Microsoft 365

Microsoft 365

Email

Chekkit

Chekkit

Live chat

Wix

Wix

Blogs

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Google Cloud CDN

Google Cloud CDN

CDN

Sentry

Sentry

Issue trackers

Sirvoy

Sirvoy

Appointment scheduling

WordPress.com

WordPress.com

PaaS

GoDaddy

GoDaddy

Hosting

Frequently asked questions

Core Wealth Solutions Inc is located in Red Deer, Alberta, CA.
Core Wealth Solutions Inc was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.
Core Wealth Solutions Inc has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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