GreenTree Wealth Management
Financial Services • 
Milton, Ontario, Canada • 1-10 Employees
Company overview
| Headquarters | Milton, Ontario, Canada |
| Phone number | +19058292998 |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Founded | 2014 |
| Employees | 1-10 |
Key Contact at GreenTree Wealth Management
Alex Green
Founder
GreenTree Wealth Management Email Formats
GreenTree Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@greentreewealth.ca), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@greentreewealth.ca | 100% |
About GreenTree Wealth Management
GreenTree Wealth Management is a boutique financial planning firm providing unbiased financial planning advice. Our mission is to help our clients to develop the behaviours and discipline that will be instrumental in allowing them achieve their financial goals. Instead of simply selling investments, we use our Plant, Grow, Thrive strategy to build a roadmap to financial freedom. Through this forum we hope to share our knowledge, provide advice, as well as put forth articles that are valuable and relevant for those seeking information about personal finance. We encourage you to contact us with any questions or to arrange a free consultation to discuss your financial well-being.
GreenTree Wealth Management 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 |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
GreenTree Wealth Management has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
GreenTree Wealth Management has never raised funding before.
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