Magnolia Wealth
Financial Services • 
Houston, Texas, United States • 1-10 Employees
Company overview
| Headquarters | Houston, Texas, United States |
| Phone number | +12815769531 |
| Websites | |
| NAICS | 52 |
| Keywords | Investments, Tax Planning, Financial Services, Wealth Management, Retirement Planning, Estate Planning, Retirement Income Planning, Social Security Analysis, Tax Prep & Filing Services |
| Founded | 2024 |
| Employees | 1-10 |
Key Contact at Magnolia Wealth
Nicole Eddy
Director of Operations
About Magnolia Wealth
Tax Smart Retirement, Income & Estate Planning for Individuals, Executives and Small Business Owners. At Magnolia Wealth, we redefine traditional financial services, providing comprehensive solutions to clients in the Houston region and beyond. As your steadfast partners on the path to financial success, we specialize in Tax Smart Retirement planning and offer a holistic approach to wealth management. Our suite of services includes Tax Planning, Investment Management, and Retirement Planning, tailored to your unique needs and goals. Experience the Magnolia Wealth difference and embark on a journey towards financial security and prosperity.
Magnolia Wealth revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Magnolia Wealth has never raised funding before.
Magnolia Wealth Tech Stack
Discover the technologies and tools that power Magnolia Wealth's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
CDN
PaaS
Search engines
Security
JavaScript libraries
Tag managers
Hosting
Marketing automation
Security
JavaScript libraries
Australia
Germany
United Kingdom
United Arab Emirates
Estonia
Frequently asked questions
4.8
40,000 users
