Provident Wealth Revenue
Financial Services • 
Greenville, South Carolina, United States • 1-10 Employees
Provident Wealth 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 Provident Wealth
Reid Steedly
Director of Client Relations
Company overview
| Headquarters | 119 Manly St, Greenville, South Carolina 29601, US |
| Website | |
| NAICS | 52 |
| Keywords | Risk Management, Charitable Planning, Wealth Management, Retirement Planning, Financial Planning, Investment Management |
| Founded | 2023 |
| Employees | 1-10 |
Provident Wealth Email Formats
Provident Wealth uses 3 email formats. The most common is {first initial} (e.g., j@providentwealthsc.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@providentwealthsc.com | 50% |
{first initial}{last name} | jdoe@providentwealthsc.com | 25% |
{first name} | john@providentwealthsc.com | 25% |
About Provident Wealth
What is Provident Wealth? We are a financial services company that seeks to provide clients with solutions designed to organize and simplify their finances with the goal of maximizing their resources. Put simply, we want to help people balance their present with their future. Our name says it all: provision, providing, providence. Looking ahead, making provision. Provident Wealth. Provident Wealth offers comprehensive financial services, including: - Tax Planning - Estate Planning - Risk Management - Charitable Planning - Retirement Planning - Intergenerational Planning - Investment Management - Business Succession Planning - Education Planning At the heart of our team is a strong commitment to faith and a calling to serve our friends, neighbors, and community. As financial stewards to our clients, we have the privilege of helping families, individuals, and businesses align their goals and priorities with their financials. Advisory services offered through NewEdge Advisors, LLC, a registered investment advisor. Securities offered through LPL Financial. Member FINRA/SIPC. The investment advisor representative of NewEdge Advisors, LLC is also a registered representative of LPL Financial. Member FINRA/SIPC. NewEdge Advisors, LLC and Provident Wealth are separate entities from LPL Financial. Investment advisory services are only offered to clients where NewEdge Advisors, LLC doing business as Provident Wealth and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC dba Provident Wealth unless a client service agreement is in place. Third party posts found on this profile do not reflect the views of LPL Financial or NewEdge Advisors, LLC and have not been reviewed by either entity for accuracy or completeness.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Provident Wealth has never raised funding before.
Provident Wealth Tech Stack
Discover the technologies and tools that power Provident Wealth's digital infrastructure, from frameworks to analytics platforms.
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Performance
Font scripts
United Kingdom
Spain
Frequently asked questions
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