Family Wealth Concepts Revenue

Financial Services • Canada • 1-10 Employees

Family Wealth Concepts revenue & valuation

Annual revenue	$4,239,395
Revenue per employee	$4,240,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$13,600,000
Total funding	No funding

Key Contact at Family Wealth Concepts

Rob Andrus

President

Company overview

Headquarters	Canada
Phone number	+19059183800
Website	familywealth.ca
NAICS	52
SIC	628
Keywords	Wealth Management, Insurance, Estate Planning, Retirement Income Planning
Founded	2010
Employees	1-10
Socials

Family Wealth Concepts Email Formats

Family Wealth Concepts uses 1 email format. The most common is {first initial} (e.g., j@familywealth.ca), used 100% of the time.

Format	Example	Percentage
{first initial}	j@familywealth.ca	100%

About Family Wealth Concepts

Family Wealth Concepts / Worldsource Financial Management Inc. Family Wealth Concepts is an independent wealth management firm serving affluent Canadian business owners and their families. Our goal is to provide every client with the highest level of customized service and independent wealth management advice, full fee disclosure and performance reporting. Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other insurance products and related services are offered through Family Wealth Concepts Ltd

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Family Wealth Concepts has never raised funding before.

Family Wealth Concepts Tech Stack

Discover the technologies and tools that power Family Wealth Concepts's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Slick

JavaScript libraries

Site Kit

Analytics

Vimeo

Video players

Google Maps

Maps

Hello Elementor

WordPress themes

Elementor

Page builders

Microsoft 365

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

Calendly

Appointment scheduling

Frequently asked questions

Family Wealth Concepts is located in CA.

You can reach Family Wealth Concepts at +19059183800.

Family Wealth Concepts generates an estimated annual revenue of $4,239,395. This revenue figure reflects the company's market position and business performance in its industry.

Family Wealth Concepts has an estimated valuation of $13,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Family Wealth Concepts was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

Family Wealth Concepts has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Family Wealth Concepts

Rob Andrus

President

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