ServeRight Wealth Management & Insurance Revenue

Financial Services • Mississauga, Ontario, Canada • 1-10 Employees

ServeRight Wealth Management & Insurance revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contacts at ServeRight Wealth Management & Insurance

Harpreet Kahlon

Chief Executive Officer

Jasper Jagdio

Founder

Damandeep Chatha

Founder

Amit Narwal

Co-Founder

Company overview

Headquarters	3100 Caravelle Dr, Mississauga, Ontario L4V 1K9, CA
Websites	serverightwealth.com secureserver.net
NAICS	52
Keywords	IFA, Health Insurance, Insurance, Disability, Estate Planning, Life Insurance, Wealth Management, IRP, Critical Illness, Corporate Estate Planning, Wealth Strategies
Founded	2024
Employees	1-10

ServeRight Wealth Management & Insurance Email Formats

ServeRight Wealth Management & Insurance uses 1 email format. The most common is {first name} (e.g., john@serverightwealth.com), used 100% of the time.

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

About ServeRight Wealth Management & Insurance

A Financial Services company helping Canadian Families and Businesses build secure, transfer and preserve wealth. Leading Agency for Ambitious Agents in Insurance/Investments Industry working with valuable insurers and providers.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

C-Suite

Entry

Employees by Department

ServeRight Wealth Management & Insurance has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

ServeRight Wealth Management & Insurance has never raised funding before.

ServeRight Wealth Management & Insurance Tech Stack

Discover the technologies and tools that power ServeRight Wealth Management & Insurance's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Google Workspace

jQuery

JavaScript libraries

MySQL

Databases

GoDaddy

Hosting

Contact Form 7

Form builders

HTTP/3

Miscellaneous

PHP

Programming languages

HSTS

Security

WordPress

Blogs

OWL Carousel

JavaScript libraries

Bootstrap

UI frameworks

Frequently asked questions

ServeRight Wealth Management & Insurance is located in Mississauga, Ontario, CA.

ServeRight Wealth Management & Insurance generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

ServeRight Wealth Management & Insurance has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

ServeRight Wealth Management & Insurance was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contacts at ServeRight Wealth Management & Insurance

Harpreet Kahlon

Chief Executive Officer

Jasper Jagdio

Founder

Damandeep Chatha

Founder

Amit Narwal

Co-Founder

4.8

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