New Wealth Project

Financial Services • West Chester, Pennsylvania, United States • 1-10 Employees

Company overview

Headquarters	940 E Boot Rd, Suite 101, West Chester, Pennsylvania 19380, US
Website	thenewwealthproject.com
NAICS	52
Keywords	College Planning, Cash Flow Planning, Financial Planning, Investment Advisory Services, Asset Allocation, Certified Financial Planners, Personal Finance, Sec Registered Investment Advisor, Fee-Only Financial Advisor, Cash Flow/Budget Analysis
Founded	2019
Employees	1-10

Key Contact at New Wealth Project

Owen Mulhern

Founder & Senior Advisor

About New Wealth Project

We believe today's marketplace lacks high quality comprehensive financial advice for high earning busy couples who would like to strike a balance between living for today and growing their wealth for their future. At New Wealth Project, we set out to change that. We’ve designed an offer to address the needs of these families. Guided by a CERTIFIED FINANCIAL PLANNER™ practitioner, our clients go through The Project – a structured 4-step financial planning process where we address those topics most important to you, such as cash flow, investments, real estate and college planning. Beginning with our complimentary Personal Mission Builder session, we work with you to identify and establish goals, set priorities and create benchmarks for success. If you’re one of these families, schedule a call to START PLANNING TODAY!

New Wealth Project 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

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

New Wealth Project has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

New Wealth Project has never raised funding before.

New Wealth Project Tech Stack

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

Cloudflare Bot Management

Security

Gravity Forms

Form builders

Underscore.js

JavaScript libraries

BugHerd

Issue trackers

WPForms

Form builders

jQuery UI

JavaScript libraries

Elementor

Page builders

MonsterInsights

Analytics

Cloudflare

CDN

jQuery

JavaScript libraries

Quill

Rich text editors

HTTP/3

Miscellaneous

Frequently asked questions

New Wealth Project is located in West Chester, Pennsylvania, US.

New Wealth Project was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at New Wealth Project

Owen Mulhern

Founder & Senior Advisor

4.8

40,000 users