Insight Wealth Partners Revenue

Investment Management • Plano, Texas, United States • 21-50 Employees

Insight Wealth Partners revenue & valuation

Annual revenue	$1,796,655
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$5,800,000
Total funding	No funding

Key Contact at Insight Wealth Partners

David Dryden

Founder And Managing Partner

Company overview

Headquarters	3333 Premier Drive, Suite 800, Plano, TX 75023, US
Phone number	+120122024
Website	insightwp.com
NAICS	5231
SIC	628
Keywords	Wealth Management, Retirement Planning, Estate Planning, Investment Management
Founded	2010
Employees	21-50
Socials

Insight Wealth Partners Email Formats

Insight Wealth Partners uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@insightwp.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@insightwp.com	100%

About Insight Wealth Partners

Insight Wealth Partners, LLC, is an independent, fee-only wealth management and advisory firm committed to providing comprehensive financial planning and investment management expertise to enable our clients to achieve their personal financial goals and live out their dreams. The principles of stewardship, discipline and balanced perspective will guide all the financial decisions that we will make on behalf of Insight Wealth Partners' clients.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

Founder/Owner

Employees by Department

Insight Wealth Partners has 9 employees across 3 departments.

Departments

Number of employees

Funding Data

Insight Wealth Partners has never raised funding before.

Insight Wealth Partners Tech Stack

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

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

WordPress.com

PaaS

Wix

Blogs

HTTP/3

Miscellaneous

PHP

Programming languages

Open Graph

Miscellaneous

HSTS

Security

React

JavaScript frameworks

WordPress

Blogs

Google Cloud

IaaS

Frequently asked questions

Insight Wealth Partners is located in Plano, Texas, US.

You can reach Insight Wealth Partners at +120122024.

Insight Wealth Partners generates an estimated annual revenue of $1,796,655. This revenue figure reflects the company's market position and business performance in its industry.

Insight Wealth Partners has an estimated valuation of $5,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Insight Wealth Partners was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

Insight Wealth Partners has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Insight Wealth Partners

David Dryden

Founder And Managing Partner

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