Nissi Wealth

Financial Services • Roseville, California, United States • 1-10 Employees

Company overview

Headquarters	2140 Professional Dr, #105, Roseville, California 95661, US
Phone number	+19165732010
Website	nissiwealth.com
NAICS	52
Founded	2011
Employees	1-10

Key Contact at Nissi Wealth

Teri Glaspy

Founder / Wealth Manager

Nissi Wealth Email Formats

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

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

About Nissi Wealth

Nissi Wealth serves business owners, professionals, and faith-driven families preparing for retirement, managing liquidity events, or navigating complex transitions. We provide values-based financial planning with a focus on tax strategy, legacy, and strategic wealth solutions. We also service clergy and church 403(b) retirement plans to optimize their tax-free benefits. Securities and Investment Advisory Services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice. For full disclosures, please visit www.nissiwealth.com.

Nissi Wealth 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

Nissi Wealth has never raised funding before.

Nissi Wealth Tech Stack

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

Cloudflare

CDN

Modernizr

JavaScript libraries

Amazon S3

CDN

Amazon Web Services

PaaS

Awesomplete

Search engines

Cloudflare Bot Management

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

FMG Suite

Marketing automation

HSTS

Security

FancyBox

JavaScript libraries

Open Graph

Miscellaneous

Frequently asked questions

Nissi Wealth is located in Roseville, California, US.

You can reach Nissi Wealth at +19165732010.

Nissi Wealth was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Nissi Wealth

Teri Glaspy

Founder / Wealth Manager

4.8

40,000 users