Sage Tree Wealth Revenue

Financial Services • Fairport, New York, United States • 1-10 Employees

Sage Tree Wealth revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at Sage Tree Wealth

Daniel Monte

President

Company overview

Headquarters	Fairport, New York, United States
Phone number	+15854254090
Website	sagetreewealth.com
NAICS	52
Founded	2018
Employees	1-10

Sage Tree Wealth Email Formats

Sage Tree Wealth uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@sagetreewealth.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@sagetreewealth.com	100%

About Sage Tree Wealth

Sage Tree Wealth, Inc. is an SEC registered investment advisory firm located in upstate New York. We offer a variety of financial services including private wealth management, 401k plan design/service, and comprehensive financial planning.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Sage Tree Wealth has never raised funding before.

Sage Tree Wealth Tech Stack

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

Google Workspace

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

Envoy

Reverse proxies

Frequently asked questions

Sage Tree Wealth is located in Fairport, New York, US.

You can reach Sage Tree Wealth at +15854254090.

Sage Tree Wealth generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

Sage Tree Wealth has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Sage Tree Wealth was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Sage Tree Wealth

Daniel Monte

President

4.8

40,000 users