Relevant Wealth Revenue

Financial Services • Strawberry, California, United States • 1-10 Employees

Relevant 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 Relevant Wealth

Bruce Raabe

CEO

Company overview

Headquarters	2 Belvedere Place, Suite 350, Mill Valley, California 94941-2486, US
Phone number	+14159254000
Website	relevantwealth.com
NAICS	52
SIC	628
Founded	1999
Employees	1-10
Socials

Relevant Wealth Email Formats

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

Format	Example	Percentage
{first initial}	j@relevantwealth.com	100%

About Relevant Wealth

Even better... this is our promise to our clients. We aspire to redefine the wealth management experience by casting aside industry norms and expectations and delivering a seamless and customized partnership that gives our clients the peace of mind they deserve and desire. Caring, legacy, and permanence These are the pillars of most family foundations. Imagine a philanthropic partner who helps you maximize the value and impact of your philanthropy. With over five decades of experience acting as fiduciaries on behalf of our foundation clients, we have developed a unique level of engagement with our foundation Boards. We make sure your chosen mission and vision are supported by a comprehensive and collaborative investment management process.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Relevant Wealth has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Relevant Wealth has never raised funding before.

Relevant Wealth Tech Stack

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

jQuery CDN

CDN

Salesforce

CRM

jQuery

JavaScript libraries

SEOmatic

SEO

PHP

Programming languages

HSTS

Security

Open Graph

Miscellaneous

Yii

Web frameworks

PWA

Miscellaneous

lit-element

JavaScript libraries

Bootstrap

UI frameworks

Google Maps

Maps

Frequently asked questions

Relevant Wealth is located in Strawberry, California, US.

You can reach Relevant Wealth at +14159254000.

Relevant Wealth generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Relevant Wealth has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Relevant Wealth was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.

Relevant Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Relevant Wealth

Bruce Raabe

CEO

4.8

40,000 users