Cultivating Wealth
Financial Services • 
Manhattan, New York, United States • 1-10 Employees
Company overview
| Headquarters | Manhattan, New York, United States |
| Phone number | +16466937451 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Tax Planning, Financial Planning, Retirement, Investment Management |
| Founded | 2016 |
| Employees | 1-10 |
| Socials |
Key Contact at Cultivating Wealth
Sara Stanich
Founder
Cultivating Wealth Email Formats
Cultivating Wealth uses 2 email formats. The most common is {first initial} (e.g., j@cultivatingwealth.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@cultivatingwealth.com | 75% |
{first name}{last name} | johndoe@cultivatingwealth.com | 25% |
About Cultivating Wealth
At Cultivating Wealth, we provide the thoughtful and objective financial planning advice you need to feel confident about your money. Our mission is to help you organize, grow, and protect your assets, empowering you to navigate life's transitions with peace of mind. As a fee-only, fiduciary, and independent advisory firm, our advice is always in your best interest. We empower our clients by offering specialized services in: - Comprehensive Financial Planning: Creating a personalized roadmap for your financial future. - Strategic Investment Management: Aligning your portfolio with your life goals. - Retirement Planning & Income Strategies: Designing a sustainable and fulfilling retirement. - Equity Compensation: Maximizing the value of stock options, RSUs, and other awards. We specialize in helping clients plan for their next move, whether that means changing careers, buying a new home, or preparing for what's next. Our goal is to provide the expert guidance you need to move forward and thrive.
Cultivating Wealth revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Cultivating Wealth has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
Cultivating Wealth has never raised funding before.
Cultivating Wealth Tech Stack
Discover the technologies and tools that power Cultivating Wealth's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
CDN
Security
JavaScript libraries
JavaScript libraries
JavaScript frameworks
Security
Hosting
Analytics
Font scripts
CDN
United Kingdom
Australia
Brazil
Switzerland
Frequently asked questions
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