Golden Tree Wealth Partners, & Golden Tree Tax & Accounting

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

Company overview

Headquarters	625 W Adams St, Floor 19, Chicago, Illinois 60661, US
Phone number	+18474090326
Websites	goldentreewealthpartners.com goldentreewealth.com
NAICS	52
Founded	2020
Employees	1-10
Socials

Key Contact at Golden Tree Wealth Partners, & Golden Tree Tax & Accounting

Joanna Krueger

Vice President of Business Development

Golden Tree Wealth Partners, & Golden Tree Tax & Accounting Email Formats

Golden Tree Wealth Partners, & Golden Tree Tax & Accounting uses 1 email format. The most common is {first name} (e.g., john@goldentreewealth.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@goldentreewealth.com	100%

About Golden Tree Wealth Partners, & Golden Tree Tax & Accounting

At Golden Tree Wealth Partners, we believe small and mid-sized businesses deserve the same level of strategic leadership and financial expertise as Fortune 500 companies — without the full-time executive price tag. Our unique model, Executive Management as a Service (CXOaaS), provides business owners with on-demand access to CFO, COO, and CTO leadership, supported by a full tax and accounting infrastructure. From financial planning and capital raises to operational strategy and technology oversight, we deliver the tools and insights needed to scale confidently. Since 2020, Golden Tree has helped businesses save millions in tax obligations, secure over $18M in capital, and avoid bankruptcy through proactive financial restructuring. With a perfect 5-star reputation across Google and Yelp, we’ve become a trusted partner for entrepreneurs ready to grow. Whether you need fractional executive leadership, CFO advisory, tax planning, or bookkeeping, Golden Tree Wealth Partners is your partner in building financial stability, operational efficiency, and long-term business success.

Golden Tree Wealth Partners, & Golden Tree Tax & Accounting revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,000,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Partner

Employees by Department

Golden Tree Wealth Partners, & Golden Tree Tax & Accounting has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

Golden Tree Wealth Partners, & Golden Tree Tax & Accounting has never raised funding before.

Golden Tree Wealth Partners, & Golden Tree Tax & Accounting Tech Stack

Discover the technologies and tools that power Golden Tree Wealth Partners, & Golden Tree Tax & Accounting's digital infrastructure, from frameworks to analytics platforms.

HighLevel

CRM

Vue.js

JavaScript frameworks

GoDaddy

Hosting

Nuxt.js

JavaScript frameworks

Open Graph

Miscellaneous

HSTS

Security

libphonenumber

JavaScript libraries

Tailwind CSS

UI frameworks

Google Font API

Font scripts

Frequently asked questions

Golden Tree Wealth Partners, & Golden Tree Tax & Accounting is located in Chicago, Illinois, US.

You can reach Golden Tree Wealth Partners, & Golden Tree Tax & Accounting at +18474090326.

Golden Tree Wealth Partners, & Golden Tree Tax & Accounting was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

Golden Tree Wealth Partners, & Golden Tree Tax & Accounting has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Golden Tree Wealth Partners, & Golden Tree Tax & Accounting

Joanna Krueger

Vice President of Business Development

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