Genesis Wealth Advisors
Financial Services • 
Braintree, Massachusetts, United States • 11-20 Employees
Company overview
| Headquarters | 400 Washington Street, Suite 308, Braintree, Massachusetts 02184, US |
| Phone number | +18002457526 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Advisors, Regulation Compliance, Genesis Dynamic Portfolio Management, Integrated Marketing Program |
| Founded | 1994 |
| Employees | 11-20 |
| Socials |
Key Contact at Genesis Wealth Advisors
Paul Stone
Chief Executive Officer
Genesis Wealth Advisors Email Formats
Genesis Wealth Advisors uses 1 email format. The most common is {first initial} (e.g., j@genesisadvisors.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@genesisadvisors.com | 100% |
About Genesis Wealth Advisors
Many people believe that a financial advisor's job is to create a portfolio that beats or outperforms the market. That might have been true years ago when information seeped slowly through the marketplace and individual transactions could be very expensive. In today's day and age, that's no longer true. In reality, the role of a modern day advisor is to help client's manage their emotions and related stress. We believe that the majority of your success will be determined by the financial decisions you make. Our primary objective is to maintain an alignment between your values and dreams and your portfolio. We are a team of people who truly enjoy helping others create their vision and realize their dreams. We design comprehensive, integrated financial plans that give you the freedom to do just that. We manage portfolios that are completely focused on providing you the means to realize your dreams. Would you like us to do that for you?
Genesis Wealth Advisors revenue & valuation
| Annual revenue | $32,300,000 |
| Revenue per employee | $2,684,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $103,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Genesis Wealth Advisors has 4 employees across 4 departments.
Departments
Number of employees
Funding Data
Genesis Wealth Advisors has never raised funding before.
Genesis Wealth Advisors Tech Stack
Discover the technologies and tools that power Genesis Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
Security
JavaScript libraries
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UI frameworks
JavaScript libraries
JavaScript libraries
Programming languages
Blogs
SEO
Reverse proxies
Canada
Australia
Frequently asked questions
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