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Olivia Wealth Management

Olivia Wealth Management

Investment ManagementFlag of USSan Francisco, California, United States1-10 Employees

Company overview

HeadquartersSan Francisco, California, United States
Website
NAICS5231
Keywords
Financial Planning, Investment Advisory, Investment Management, Investment Analysis, Concentrated Stock, Rsu'S
Founded2022
Employees1-10

Key Contact at Olivia Wealth Management

Flag of US

James Anadon

Founder | Advisor

Olivia Wealth Management Email Formats

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

FormatExamplePercentage
{first initial}
j@oliviawm.com
100%

About Olivia Wealth Management

We are a digital forward family-centered investment management, planning, and advisory practice.

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Olivia Wealth Management revenue & valuation

Annual revenue$171,110
Revenue per employee$86,000
Estimated valuation?$547,552
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Olivia Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Olivia Wealth Management has never raised funding before.

Olivia Wealth Management Tech Stack

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

Modernizr

Modernizr

JavaScript libraries

reCAPTCHA

reCAPTCHA

Security

Afterpay

Afterpay

Buy now pay later

Google Ads

Google Ads

Advertising

Stimulus

Stimulus

JavaScript frameworks

Calendly

Calendly

Appointment scheduling

HSTS

HSTS

Security

Google Analytics

Google Analytics

Analytics

Google Workspace

Google Workspace

Email

Adobe Fonts

Adobe Fonts

Font scripts

Squarespace Commerce

Squarespace Commerce

Ecommerce

Google Tag Manager

Google Tag Manager

Tag managers

Frequently asked questions

Olivia Wealth Management is located in San Francisco, California, US.
Olivia Wealth Management was founded in 2022, making it 4 years old. The company has established itself as a significant player in its industry over this time.
Olivia Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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