Realta Wealth Revenue
Financial Services • 
Wilmington, Delaware, United States • 21-50 Employees
Realta Wealth revenue & valuation
| Annual revenue | $2,566,650 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $8,300,000 |
| Total funding | No funding |
Key Contact at Realta Wealth
Kenneth Fischer
Chief Technology Officer
Company overview
| Headquarters | 1201 N Orange St, Suite 729, Wilmington, Delaware 19801, US |
| Phone number | +18886575200 |
| Website | |
| NAICS | 52 |
| Keywords | Risk Management, Tax Planning, RIA, Insurance Planning, Financial Services, Registered Investment Advisor, Broker-Dealer, Wealth Management, College Planning, Asset Management, IBD, Business Planning, Portfolio Management, Risk Advisory, Investment Advisory, Estate Planning, Investment Management, Independent Broker-Dealer, Business Sucession & Protection Planning, Multi-Generational Wealth Strategies |
| Founded | 1989 |
| Employees | 21-50 |
| Socials |
Realta Wealth Email Formats
Realta Wealth uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@realtawealth.com), used 53.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@realtawealth.com | 53.6% |
{first initial}{last name} | jdoe@realtawealth.com | 39.3% |
{first name}.{last name} | john.doe@realtawealth.com | 7.1% |
About Realta Wealth
We are a wealth management partner delivering an experience that empowers accomplished advisors to grow on their terms. We’ve cultivated a relationship-driven community with all the capabilities of larger firms, and none of the impersonal bureaucracy or rigidity. Realta Wealth delivers best-in-breed solutions and bespoke services that together enhance the advisor-client relationship and drive practice growth. The success of our advisors and their clients is the best reflection of our own. Because we cater to accomplished financial advisors serving an affluent client base with high expectations, we are all about taking every opportunity to bring value to that relationship. This means being highly selective when it comes to the partners we work with, products we offer, services we provide and solutions we deliver. We set the bar high and are mission-driven to clear it every time. This orientation also means we prioritize growth, but we will never pursue it at the expense of delivering an exceptional experience, and real value, to our advisors.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Realta Wealth has 11 employees across 5 departments.
Departments
Number of employees
Funding Data
Realta Wealth has never raised funding before.
Realta Wealth Tech Stack
Discover the technologies and tools that power Realta Wealth's digital infrastructure, from frameworks to analytics platforms.
Security
JavaScript libraries
Form builders
JavaScript libraries
JavaScript libraries
JavaScript libraries
Page builders
JavaScript libraries
CDN
Font scripts
WordPress themes
United Kingdom
Canada
SpainFrequently asked questions
4.8
40,000 users
