Inflection Wealth Management Revenue

Financial Services • Mill Creek, Washington, United States • 1-10 Employees

Inflection Wealth Management revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contact at Inflection Wealth Management

Peter Lee

Ceo & Senior Wealth Advisor

Company overview

Headquarters	15117 Main St, Ste 207A, Mill Creek, WA 98012, US
Phone number	+14252151000
Websites	inflectionwealthmanagement.com inflectionwealth.com
NAICS	52
SIC	628
Keywords	Financial Planning, Investment Management, Implement Product Solutions
Founded	2018
Employees	1-10
Socials

Inflection Wealth Management Email Formats

Inflection Wealth Management uses 1 email format. The most common is {first name} (e.g., john@inflectionwealth.com), used 100% of the time.

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

About Inflection Wealth Management

Inflection strives to bring meaning and purpose to our advice-based relationships by providing personalized, efficient, highly-proactive support. We aim to provide our clients with thoughtful service, the result of which are decisions that reflect not only financial security, but a sense of reassurance and freedom. Ultimately, we endeavor to have a healthier and happier affect for those we are fortunate enough to serve, as well as the community in which we serve. Please see our website for critical disclosures: https://www.inflectionwealthmanagement.com/disclosures

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Manager

Entry

Employees by Department

Inflection Wealth Management has 6 employees across 3 departments.

Departments

Number of employees

Funding Data

Inflection Wealth Management has never raised funding before.

Inflection Wealth Management Tech Stack

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

Modernizr

JavaScript libraries

MediaElement.js

Video players

reCAPTCHA

Security

Gravity Forms

Form builders

Microsoft 365

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Divi

Page builders

Google Analytics

Analytics

YouTube

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Frequently asked questions

Inflection Wealth Management is located in Mill Creek, Washington, US.

You can reach Inflection Wealth Management at +14252151000.

Inflection Wealth Management generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

Inflection Wealth Management has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Inflection Wealth Management was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Inflection Wealth Management

Peter Lee

Ceo & Senior Wealth Advisor

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