FirstGen Wealth Revenue

Financial Services • Chicago, Illinois, United States • 1-10 Employees

FirstGen Wealth revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at FirstGen Wealth

Valerie A. Rivera

Founder and Financial Planner

Company overview

Headquarters	Chicago, Illinois, United States
Website	1genwealth.com
NAICS	52
Keywords	Estate Planning, Financial Planning, Tax Planning, Charitable Giving, Equity Compensation, Wealth Building, Insurance Review, Education Planning, Financial Life Planning, Money Mindset, Help You Define Your Goals, Student Loan Payment Plan, Vision And Ideal Life
Founded	2022
Employees	1-10
Socials

FirstGen Wealth Email Formats

FirstGen Wealth uses 1 email format. The most common is {first initial} (e.g., j@1genwealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@1genwealth.com	100%

About FirstGen Wealth

No shame, no judgment, financial advice for the Firsts in their family to build wealth. FirstGen Wealth is a virtual, fee-only financial life planning practice founded by a FirstGen wealth builder. Let’s start changing your relationship with money from complicated to confident. We are a fiduciary, which means we are legally and ethically bound to act in your best interests. Also, it’s just the right thing to do. We don’t receive any commissions or sell you any products.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

FirstGen Wealth has never raised funding before.

FirstGen Wealth Tech Stack

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

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

Nginx

Reverse proxies

PHP

Programming languages

Calendly

Appointment scheduling

Open Graph

Miscellaneous

All in One SEO Pack

SEO

WordPress

Blogs

Swiper

JavaScript libraries

Bootstrap

UI frameworks

Google Analytics

Analytics

Isotope

JavaScript libraries

Frequently asked questions

FirstGen Wealth is located in Chicago, Illinois, US.

FirstGen Wealth generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

FirstGen Wealth has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

FirstGen Wealth was founded in 2022, making it 4 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at FirstGen Wealth

Valerie A. Rivera

Founder and Financial Planner

4.8

40,000 users