


Quaker Wealth Management
Financial Services • 70 East Main Street, Moorestown, United States • 1-10 Employees
Company overview
| Headquarters | 70 East Main Street, Moorestown, NJ 08057, US |
| Phone number | +18562220110 |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Keywords | Estate Planning, Investment Services, Comprehensive Wealth Management, Wealth Transition |
| Employees | 1-10 |
| Socials |
Key Contact at Quaker Wealth Management
Jacqueline Hovsepian
Director of Client Experience and Marketing
Quaker Wealth Management Email Formats
Quaker Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@quakerwm.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@quakerwm.com | 100% |
About Quaker Wealth Management
Quaker is a fee-based financial planning and investment management firm built upon three bedrock principles: Performance, Integrity, and Independence. As a fiduciary we must always put our clients first. We adhere to our client promise, which is helping families define success in words as well as numbers, simplifying the complexities of wealth, building deep, personal, and enduring relationships, and most importantly delivering peace of mind.
Quaker 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 |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Quaker Wealth Management has never raised funding before.
Quaker Wealth Management Tech Stack
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Frequently asked questions
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