Harmony Wealth Revenue

Financial Services • Middleton, Wisconsin, United States • 1-10 Employees

Harmony Wealth 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

Key Contact at Harmony Wealth

Matt Fizell

Owner

Company overview

Headquarters	3002 Patty Ln, Unit 6, Middleton, Wisconsin 53562, US
Phone number	+16085714399
Website	planwithharmony.com
NAICS	52
Keywords	Budgeting, Comprehensive Financial Planning, Tax Planning, Entrepreneurship, Estate Planning, Investment Management, Cash Flow Planning, Young Professionals, Small Business Planning, Fee Only, Career Changers, Monthly Billing, College Planning And Saving
Founded	2021
Employees	1-10

Harmony Wealth Email Formats

Harmony Wealth uses 1 email format. The most common is {first initial} (e.g., j@planwithharmony.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@planwithharmony.com	100%

About Harmony Wealth

Fee-Only Financial Planning firm offering comprehensive financial planning solutions with no hidden commissions. While we are located in the Madison, WI area, we work with our clients virtually and serve clients nationwide. We offer financial advice on topics such as investing, cash flow and budgeting, insurance, tax planning, estate planning, and saving for retirement. Whether you are a young professional just getting started, or making the most of your working years, we can help you plan for your financial future.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Harmony Wealth has never raised funding before.

Harmony Wealth Tech Stack

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

Google Workspace

SiteGround

Hosting

Genesis theme

WordPress themes

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

Nginx

Reverse proxies

Ionicons

Font scripts

PHP

Programming languages

Calendly

Appointment scheduling

Site Kit

Analytics

WordPress

Blogs

Google Analytics

Analytics

Frequently asked questions

Harmony Wealth is located in Middleton, Wisconsin, US.

You can reach Harmony Wealth at +16085714399.

Harmony Wealth generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Harmony Wealth has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Harmony Wealth was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

Harmony Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Harmony Wealth

Matt Fizell

Owner

4.8

40,000 users