Medalist Wealth Management Revenue

Financial Services • Cascade, Michigan, United States • 1-10 Employees

Medalist Wealth Management revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at Medalist Wealth Management

Matthew Eilers

Founder

Company overview

Headquarters	2900 Charlevoix Dr., SE, Suite 220, Grand Rapids , MI 49546, US
Website	medalistwealth.com
NAICS	52
Keywords	Medicare, Wealth Management, Annuities, Life Insurance, Retirement Income Planning, Pension Planning, Investment Strategies, Ira Rollovers, Healthcare Planning, Tax-Efficient Strategies, Roth Conversions, Long-Term Care Strategies
Employees	1-10

Medalist Wealth Management Email Formats

Medalist Wealth Management uses 2 email formats. The most common is {first name} (e.g., john@medalistwealth.com), used 75% of the time.

Format	Example	Percentage
{first name}	john@medalistwealth.com	75%
{first initial}	j@medalistwealth.com	25%

About Medalist Wealth Management

𝗬𝗢𝗨 𝗗𝗘𝗦𝗘𝗥𝗩𝗘 𝗔 𝗙𝗜𝗥𝗦𝗧-𝗣𝗟𝗔𝗖𝗘 𝗥𝗘𝗧𝗜𝗥𝗘𝗠𝗘𝗡𝗧 At Medalist Wealth Management, we believe retirement is a well-deserved reward for your lifetime of diligence. Our goal is to bridge the gap between your dreams for the future and the reality of pursuing them. We're dedicated to helping you transition from the workforce to a thriving retirement with comprehensive, transparent strategies. We want to help you conquer your retirement and live with confidence. Our team has the expertise to build a solid financial plan focusing on: ✔️ RETIREMENT INCOME STRATEGIES ✔️ WEALTH PRESERVATION ✔️ TAX-EFFICIENT STRATEGIES ✔️ LIFE INSURANCE ✔️ MEDICARE & HEALTHCARE PLANNING 𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗨𝘀! 📲 (844) 633-2547 ✉️ info@medalistwealth.com 🌐 medalistwealth.com DISCLOSURE Investment advisory products and services made available through Impact Partnership Wealth, LLC (IPW), a registered investment adviser. 4670145 - 07/25 Affiliated with IPW since: 07/2025

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Medalist Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Medalist Wealth Management has never raised funding before.

Medalist Wealth Management Tech Stack

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

Cloudflare

CDN

Google Workspace

jQuery

JavaScript libraries

MySQL

Databases

GoDaddy

Hosting

HTTP/3

Miscellaneous

PHP

Programming languages

HSTS

Security

WordPress

Blogs

Hello Elementor

WordPress themes

Elementor

Page builders

RSS

Miscellaneous

Frequently asked questions

Medalist Wealth Management is located in Cascade, Michigan, US.

Medalist Wealth Management generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Medalist Wealth Management has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Key Contact at Medalist Wealth Management

Matthew Eilers

Founder

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