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GEM Wealth

GEM Wealth Revenue

Financial Services โ€ข Flag of USAddison, Texas, United States โ€ข 1-10 Employees

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GEM Wealth revenue & valuation

Annual revenue$256,665
Revenue per employee$86,000
Estimated valuation?$821,328
Total fundingNo funding

Key Contact at GEM Wealth

Flag of US

Kristy Gee

Client Relations & Business Development Director

Company overview

Headquarters15305 Dallas Pkwy 12th Floor, 1165, Addison, TX 75001, US
Phone number+12123144600
Website
NAICS52
Founded2023
Employees1-10

GEM Wealth Email Formats

GEM Wealth uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@gemwealth.com), used 50% of the time.

FormatExamplePercentage
{first initial}.{last name}
j.doe@gemwealth.com
50%
{first name}.{last name}
john.doe@gemwealth.com
50%

About GEM Wealth

GEM Wealth empowers individuals from diverse backgrounds, including professionals, entrepreneurs, and CEOs of the household, to make informed financial decisions. We offer an engaging and educational approach to help clients achieve their goals, providing emotional support during life's challenges and market fluctuations. Our network includes female advisors, CPAs, and attorneys for comprehensive guidance. Why GEM? We identified a gap in financial services for women, who seek education, emotional support, and female-driven planning to build wealth and leave a legacy. GEM Wealth symbolizes timeless growth, akin to gemstones known for attracting prosperity. Our Values ๐Ÿ’Ž Authentic: Transparent and genuine engagement ๐Ÿ’Ž Compassionate: Supportive educators and advisors ๐Ÿ’Ž Harmonious: Collaborative goal alignment ๐Ÿ’Ž Service to Others: Assistance during challenging times and community education ๐Ÿ’Ž Reputation: Loyal and client-focused dedication Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. [Retirement Benefits Group is a specialized division of Equitable Advisors, LLC.] [[DBA NAME] is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE 7907771.1 (4/29)

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

GEM Wealth has never raised funding before.

GEM Wealth Tech Stack

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

Modernizr

Modernizr

JavaScript libraries

Awesomplete

Awesomplete

Search engines

Cloudflare Bot Management

Cloudflare Bot Management

Security

Google Maps

Google Maps

Maps

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

FMG Suite

FMG Suite

Marketing automation

HSTS

HSTS

Security

Datadog

Datadog

Analytics

Google Analytics

Google Analytics

Analytics

Frequently asked questions

GEM Wealth is located in Addison, Texas, US.
You can reach GEM Wealth at +12123144600.
GEM Wealth generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.
GEM Wealth has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
GEM Wealth was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.
GEM Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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