Finteris Wealth Management

Financial Services • Jefferson City, Missouri, United States • 11-20 Employees

Company overview

Headquarters	3325 Emerald Ln, Suite A, Jefferson City, Missouri 65109, US
Phone number	+14174274427
Website	finteriswealthmanagement.com
NAICS	52
Founded	2020
Employees	11-20
Socials

Key Contact at Finteris Wealth Management

Beth Knight

Vice President, Wealth Advisor

Finteris Wealth Management Email Formats

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

Format	Example	Percentage
{first name}.{last name}	john.doe@finteriswm.com	100%

About Finteris Wealth Management

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social. This information is intended for use only by residents of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY

Finteris Wealth Management revenue & valuation

Annual revenue	$1,283,325
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$4,200,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Founder/Owner

Partner

Employees by Department

Finteris Wealth Management has 10 employees across 4 departments.

Departments

Number of employees

Funding Data

Finteris Wealth Management has never raised funding before.

Finteris Wealth Management Tech Stack

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

lit-element

JavaScript libraries

Hotjar

Analytics

Google Maps

Maps

lit-html

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HSTS

Security

Adobe Experience Platform Launch

Tag managers

Google Analytics

Analytics

YouTube

Video players

Bootstrap

UI frameworks

Adobe Analytics

Analytics

Frequently asked questions

Finteris Wealth Management is located in Jefferson City, Missouri, US.

You can reach Finteris Wealth Management at +14174274427.

Finteris Wealth Management was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

Finteris Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Finteris Wealth Management

Beth Knight

Vice President, Wealth Advisor

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