Resonate Wealth Partners Revenue

Financial Services • Ridgewood, New Jersey, United States • 1-10 Employees

Resonate Wealth Partners 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 Resonate Wealth Partners

Renee Purita

Director of Client Relations

Company overview

Headquarters	45 N. Broad Street, Ridgewood, NJ 07450, US
Phone number	+12017352199
Websites	resonatewealthpartners.com resonatewp.com
NAICS	52
Keywords	Investments, Succession Planning, Wealth Management, Financial Planning, Tax Strategy, Generational Wealth Transfer
Founded	2022
Employees	1-10
Socials

Resonate Wealth Partners Email Formats

Resonate Wealth Partners uses 1 email format. The most common is {first name} (e.g., john@resonatewp.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@resonatewp.com	100%

About Resonate Wealth Partners

We help individuals and families build wealth that resonates with who you are now, and who you’ll be in the future. Resonate Wealth Partners was started by Alex Guiliano to help investors navigate the myriad financial decisions in front of them to build wealth over the long term, then pass it down to future generations. At Resonate Wealth Partners, we believe financial opportunities are boundless. You shouldn’t have to wonder if you are paving a better path for yourself and your future generations. As your valued financial advisor, we can guide you through each of the decisions you aren’t sure about so you don’t miss critical opportunities or the everyday moments of your life that matter most to you. We understand as overwhelming and complex as certain financial decisions may seem at times, and while every situation is unique, there is always an answer that fits your life. We know, because we have worked with over two hundred families in similar situations to overcome a broad range of challenges and opportunities from the sale of a business to intergenerational wealth planning and transfers and robust tax strategies. --- Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. finra.org sipc.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Resonate Wealth Partners has never raised funding before.

Frequently asked questions

Resonate Wealth Partners is located in Ridgewood, New Jersey, US.

You can reach Resonate Wealth Partners at +12017352199.

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

Resonate Wealth Partners 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.

Resonate Wealth Partners was founded in 2022, making it 4 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Resonate Wealth Partners

Renee Purita

Director of Client Relations

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