The Wealth Conservancy Revenue

Financial Services • Boulder, Colorado, United States • 1-10 Employees

The Wealth Conservancy revenue & valuation

Annual revenue	$32,900,000
Revenue per employee	$6,572,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$105,200,000
Total funding	No funding

Key Contact at The Wealth Conservancy

Myra Salzer

Founder

Company overview

Headquarters	1525 Spruce Street, Suite 300, Boulder, Colorado 80302, US
Phone number	+13034441919
Websites	thewealthconservancy.com twcinc.org
NAICS	52
SIC	628
Keywords	Wealth Management, Financial Planning, Estate Planning, Multi-Generational Planning, Fee-Only Financial Planning, Wealth Coaching, Inheritance Coaching
Founded	1983
Employees	1-10
Socials

The Wealth Conservancy Email Formats

The Wealth Conservancy uses 2 email formats. The most common is {first name} (e.g., john@thewealthconservancy.com), used 66.7% of the time.

Format	Example	Percentage
{first name}	john@thewealthconservancy.com	66.7%
{first initial}	j@thewealthconservancy.com	33.3%

About The Wealth Conservancy

The Wealth Conservancy’s focus is specific: providing complete financial planning solutions to inheritors of significant wealth. From basic investment issues through multi-generational planning, this wealth management, fee-only financial planning, and wealth coaching firm offers a client-centered and focused approach that keeps inheritors at the center of their wealth. Serving clients nationwide, TWC is located in Boulder, Colorado, and is founded and run by The Inheritor's Advocate and author Myra Salzer.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

The Wealth Conservancy has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

The Wealth Conservancy has never raised funding before.

The Wealth Conservancy Tech Stack

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

reCAPTCHA

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

GoDaddy

Hosting

Nginx

Reverse proxies

PHP

Programming languages

Open Graph

Miscellaneous

WP Rocket

Caching

WordPress

Blogs

jQuery Migrate

JavaScript libraries

Google Analytics

Analytics

YouTube

Video players

Frequently asked questions

The Wealth Conservancy is located in Boulder, Colorado, US.

You can reach The Wealth Conservancy at +13034441919.

The Wealth Conservancy generates an estimated annual revenue of $32,856,938. This revenue figure reflects the company's market position and business performance in its industry.

The Wealth Conservancy has an estimated valuation of $105,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

The Wealth Conservancy was founded in 1983, making it 43 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at The Wealth Conservancy

Myra Salzer

Founder

4.8

40,000 users