Journey Strategic Wealth
Financial Services • 
Summit, New Jersey, United States • 21-50 Employees
Company overview
| Headquarters | 47 Maple Street, Suite 104, Summit, NJ 07901, US |
| Phone number | +12019050070 |
| Websites | |
| NAICS | 52 |
| Keywords | Advisory, Practice Management, Financial Planning, Wealth Management, Risk Management, Investmentmanagement |
| Employees | 21-50 |
| Socials |
Key Contacts at Journey Strategic Wealth
Penny Phillips
President & Co-Founder
Michael Brown
Co Founder - Managing Partner
Laurie Adams
Wealth Management Advisor, Managing Director
Brian Flynn
Co-Founder & Managing Partner
Jason Sangekar
Director Of Portfolio And Wealth Advisory
Beth Brigadier
Director Of Advisor Services
Chad Faulkenberry
Managing Director, Financial Advisor
Melissa Clark
Director, Financial Planning
Journey Strategic Wealth Email Formats
Journey Strategic Wealth uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@journeysw.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@journeysw.com | 100% |
About Journey Strategic Wealth
Very few firms, if any at all, have actually been built to solve one of the transitioning advisor’s fundamental challenges; that even with independence, great technology, and resources, advisors still need support managing their practices and teams. And they don’t want to do it alone. Independent advisors are the future of the industry, and they need a home that makes them as secure as they make their clients. This means intentionally partnering with advisors to help them make critical practice management decisions across every area of their practice including operations, wealth management, investment management, practice management, client experience, and culture.
Journey Strategic Wealth revenue & valuation
| Annual revenue | $1,967,765 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Journey Strategic Wealth has 18 employees across 5 departments.
Departments
Number of employees
Funding Data
Journey Strategic Wealth has never raised funding before.
Journey Strategic Wealth Tech Stack
Discover the technologies and tools that power Journey Strategic Wealth's digital infrastructure, from frameworks to analytics platforms.
Performance
Security
Mobile frameworks
JavaScript libraries
JavaScript libraries
CDN
JavaScript libraries
Analytics
Miscellaneous
Programming languages
Blogs
Canada
Netherlands
United Kingdom
Mexico
Spain
France
BrazilFrequently asked questions
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