


GEM Wealth Revenue
Financial Services โข Addison, Texas, United States โข 1-10 Employees
GEM Wealth revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Key Contact at GEM Wealth
Kristy Gee
Client Relations & Business Development Director
Company overview
| Headquarters | 15305 Dallas Pkwy 12th Floor, 1165, Addison, TX 75001, US |
| Phone number | +12123144600 |
| Website | |
| NAICS | 52 |
| Founded | 2023 |
| Employees | 1-10 |
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.
| Format | Example | Percentage |
|---|---|---|
{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 ๐ Authentic: Transparent and genuine engagement ๐ Compassionate: Supportive educators and advisors ๐ Harmonious: Collaborative goal alignment ๐ Service to Others: Assistance during challenging times and community education ๐ 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
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.
JavaScript libraries
Search engines
Security
Maps
JavaScript libraries
CDN
JavaScript libraries
Marketing automation
Security
Analytics
Analytics
Frequently asked questions
4.8
40,000 users



