Strategize Wealth Management Group Revenue

Financial Services • Orland Park, Illinois, United States • 1-10 Employees

Strategize Wealth Management Group 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 Contact at Strategize Wealth Management Group

Dave Charnot

President

Company overview

Headquarters	15255 S. 94th Ave., 524, Orland Park, IL 60462, US
Phone number	+17086551913
Websites	strategizewmg.com strategizewmg.net
NAICS	52
SIC	874
Founded	2015
Employees	1-10
Socials

Strategize Wealth Management Group Email Formats

Strategize Wealth Management Group uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@strategizewmg.net), used 66.7% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@strategizewmg.net	66.7%
{first initial}{last name}	jdoe@strategizewmg.net	33.3%

About Strategize Wealth Management Group

To deliver a strategic plan, that if followed, can provide financial independence to all people. We use Tax Smart Investing technology and strategies to help our clients keep more of their hard earned money. Securities offered through Avantax Investment ServicesSM, Member FINRA,SIPC Investment Advisory services offered through Avantax Advisory ServicesSM, Insurance Services offered through an Avantax Affiliated Insurance Agency. 3200 Olympus Blvd Suite 100 Dallas, TX 75019, 972-870-6000. www.finra.org www.sipc.org Please visit www.avantax.com/social_policy/ for more information.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Vice President

Employees by Department

Strategize Wealth Management Group has 4 employees across 1 departments.

Departments

Number of employees

Funding Data

Strategize Wealth Management Group has never raised funding before.

Strategize Wealth Management Group Tech Stack

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

Cloudflare

CDN

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

FMG Suite

Marketing automation

HSTS

Security

FancyBox

JavaScript libraries

Open Graph

Miscellaneous

Datadog

Analytics

Google Analytics

Analytics

Frequently asked questions

Strategize Wealth Management Group is located in Orland Park, Illinois, US.

You can reach Strategize Wealth Management Group at +17086551913.

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

Strategize Wealth Management Group 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.

Strategize Wealth Management Group was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Strategize Wealth Management Group

Dave Charnot

President

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