Java Wealth Planning

Financial Services • Lees Summit, Missouri, United States • 1-10 Employees

Company overview

Headquarters	Lees Summit, Missouri, United States
Website	javawealth.com
NAICS	52
Keywords	Investment Management, Financial Coaching, Financial Planner
Founded	2018
Employees	1-10
Socials

Key Contact at Java Wealth Planning

Mike Zung

Founder/Financial Planner

Java Wealth Planning Email Formats

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

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

About Java Wealth Planning

Java Wealth Planning is a flat fee-only financial planning and investment management firm, based in Lee’s Summit Missouri. I focus on Gen X & Millennial families and the many issues our generations face, with a specialization in equity compensation planning for IT professionals. The Java Wealth Planning process incorporates several technology tools and agile software development practices to create an efficient and convenient experience for the client.

Java Wealth Planning revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Java Wealth Planning has never raised funding before.

Java Wealth Planning Tech Stack

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

Modernizr

JavaScript libraries

reCAPTCHA

Security

Stimulus

JavaScript frameworks

HSTS

Security

MailChimp

Google Analytics

Analytics

Google Workspace

Jotform

Form builders

Squarespace Commerce

Ecommerce

Google Tag Manager

Tag managers

core-js

JavaScript libraries

Squarespace

CMS

Frequently asked questions

Java Wealth Planning is located in Lees Summit, Missouri, US.

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

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

Key Contact at Java Wealth Planning

Mike Zung

Founder/Financial Planner

4.8

40,000 users