Raleigh Wealth Solutions
Financial Services • 
Cary, North Carolina, United States • 11-20 Employees
Company overview
| Headquarters | 117 Edinburgh South Dr, Cary, North Carolina 27511, US |
| Phone number | +19198521218 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Advising, Financial Advisor, Tax Planning, Wealth Management |
| Founded | 2005 |
| Employees | 11-20 |
| Socials |
Key Contacts at Raleigh Wealth Solutions
Jasmine Macdonald
Director Of Marketing
Shaelyn Raleigh
Director Of Administration
Raleigh Wealth Solutions Email Formats
Raleigh Wealth Solutions uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
About Raleigh Wealth Solutions
Investment advisory services offered through Raleigh Capital Management Inc., an investment advisor registered with the United States Securities and Exchange Commission. Registration does not imply any level of skill or training. Raleigh Capital Management’s unique CRD number is 149538. You can obtain a copy of Raleigh Capital Management’s firm brochure (Form ADV Part 2A) and client relationship summary (Form CRS) free of charge by visiting https://adviserinfo.sec.gov/firm/summary/149538. Raleigh Capital Management offers investment advisory services only where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement, and have been provided a copy of the firm’s ADV Part 2A & Form CRS. Insurance products and services provided by an affiliate of Raleigh Capital Management, Raleigh Wealth Solutions Inc. Any guarantees mentioned are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, or early withdrawal fees, which vary by the issuer. They do not refer, in any way to securities or investment advisory products. You should consider the charges, risks, expenses, and investment objectives carefully before entering a contract. This material has been prepared for informational purposes only and should not be construed as a solicitation to effect, or attempt to effect, either transactions in securities or the rendering of personalized investment advice. This material is not intended to provide, and should not be relied on for tax, legal, accounting, or other financial advice. Raleigh Capital Management & Raleigh Wealth Solutions do not provide tax, legal or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.
Raleigh Wealth Solutions revenue & valuation
| Annual revenue | $1,283,325 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Raleigh Wealth Solutions has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Raleigh Wealth Solutions has never raised funding before.
Raleigh Wealth Solutions Tech Stack
Discover the technologies and tools that power Raleigh Wealth Solutions's digital infrastructure, from frameworks to analytics platforms.
Performance
A/B Testing
Form builders
JavaScript libraries
Analytics
UI frameworks
WordPress plugins
CDN
Video players
JavaScript libraries
CDN
JavaScript libraries
Italy
Frequently asked questions
4.8
40,000 users
