Streamline Wealth

Financial Services • St Simons Island, Georgia, United States • 1-10 Employees

Company overview

Headquarters	400 Main St, #1, St Simons Island, GA 31522, US
Phone number	+19122574195
Website	streamlinewealthga.com
NAICS	52
Founded	2023
Employees	1-10

Key Contacts at Streamline Wealth

Joel Bickmore

Founder, Wealth Advisor

Kiera Devore

Director Of Client Service

Streamline Wealth Email Formats

Streamline Wealth uses 2 email formats. The most common is {first initial} (e.g., j@streamlinewealthga.com), used 85.7% of the time.

Format	Example	Percentage
{first initial}	j@streamlinewealthga.com	85.7%
{first name}	john@streamlinewealthga.com	14.3%

About Streamline Wealth

At StreamlineWealth, we aim to help clients gain a deeper understanding of their finances to create a lasting legacy. Life has many stressful challenges, and personal finances can be complicated, but money should not be a source of stress. We are a full-service, independent, wealth management company which helps individuals, families, and business owners make sense of the complex.

Streamline Wealth revenue & valuation

Annual revenue	$769,995
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,500,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Partner

Director

Entry

Employees by Department

Streamline Wealth has 4 employees across 4 departments.

Departments

Number of employees

Funding Data

Streamline Wealth has never raised funding before.

Streamline Wealth Tech Stack

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

Site Kit

Analytics

WP Rocket

Caching

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

Calendly

Appointment scheduling

WordPress

Blogs

Kinsta

Hosting

Google Analytics

Analytics

Frequently asked questions

Streamline Wealth is located in St Simons Island, Georgia, US.

You can reach Streamline Wealth at +19122574195.

Streamline Wealth was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contacts at Streamline Wealth

Joel Bickmore

Founder, Wealth Advisor

Kiera Devore

Director Of Client Service

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