CREIDIM Wealth Partners
Financial Services • • 1-10 Employees
Company overview
| Headquarters | XX |
| Websites | |
| NAICS | 52 |
| Founded | 2021 |
| Employees | 1-10 |
Key Contact at CREIDIM Wealth Partners
Todd Bessey
Founder | Wealth Advisor
CREIDIM Wealth Partners Email Formats
CREIDIM Wealth Partners uses 1 email format. The most common is {first initial} (e.g., j@creidimwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@creidimwealth.com | 100% |
About CREIDIM Wealth Partners
When it comes to financial advice, one size doesn’t fit all. CREIDIM Wealth Partners is an independent financial planning and wealth management firm specializing in providing independent advice and a creative, personalized approach to financial planning. We partner with independent women, retirees, and their families to help them accumulate, manage and conserve their wealth today and for generations to come. By helping clients avoid the noise that surrounds them, we bring focus and intention to what they can control. Working as a fiduciary for our clients, it is our legal duty to put our clients’ first and act in their best interest while maintaining full transparency throughout the financial planning process. Our name and reputation reflect our high standards and the honest work we do for the people we serve. This isn’t a slogan. It’s a promise. Investment advice offered through Integrated Partners, doing business as Creidim Wealth Partners, a registered investment advisor.
CREIDIM Wealth Partners revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
CREIDIM Wealth Partners has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
CREIDIM Wealth Partners has never raised funding before.
CREIDIM Wealth Partners Tech Stack
Discover the technologies and tools that power CREIDIM Wealth Partners's digital infrastructure, from frameworks to analytics platforms.
Web servers
Programming languages
Security
Miscellaneous
Caching
Blogs
Performance
Databases
JavaScript libraries
WordPress plugins
Performance
Font scripts
Australia
Netherlands
Mexico
Lithuania
United KingdomFrequently asked questions
4.8
40,000 users
