Digital Wealth
Financial Services • 
Marina del Rey, California, United States • 1-10 Employees
Company overview
| Headquarters | Marina del Rey, California, United States |
| Phone number | +13106014178 |
| Website | |
| NAICS | 52 |
| SIC | 2834, 283 |
| Keywords | Risk Management, Employee Benefits, College Planning, Insurance, Financial Planning, Estate Planning, Investment Management, Cash Flow & Debt Management |
| Founded | 2016 |
| Employees | 1-10 |
| Socials |
Key Contact at Digital Wealth
Larry Koeppel
Founder and CERTIFIED FINANCIAL PLANNER™ Professional
Digital Wealth Email Formats
Digital Wealth uses 1 email format. The most common is {first initial} (e.g., j@digitalwealth.la), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@digitalwealth.la | 100% |
About Digital Wealth
Digital Wealth is a fee-only financial planning and investment management firm dedicated to assisting technology professionals and their families with their personal finance. Digital Wealth is virtual in nature which enables us to assist clients in the State of California and in other jurisdictions where exempted.
Digital Wealth revenue & valuation
| Annual revenue | $2,000,000 |
| Revenue per employee | $667,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Digital Wealth has never raised funding before.
Digital Wealth Tech Stack
Discover the technologies and tools that power Digital Wealth's digital infrastructure, from frameworks to analytics platforms.
CDN
Marketing automation
Tag managers
JavaScript libraries
Programming languages
Appointment scheduling
Miscellaneous
Analytics
Video players
Analytics
Canada
United Kingdom
Australia
Frequently asked questions
4.8
40,000 users
