The Wealth Technology Group

Financial Services • 98 Lower Westfield Road, Suite 109, United States • 1-10 Employees

Company overview

Headquarters	98 Lower Westfield Road, Suite 109, Holyoke, MA 01040, US
Phone number	+14137393511
Website	wealthtechnology.com
NAICS	52
SIC	736
Founded	1990
Employees	1-10
Socials

Key Contact at The Wealth Technology Group

Gary F. Thomas

Owner/Director/IAR at The Wealth Technology Group

The Wealth Technology Group Email Formats

The Wealth Technology Group uses 1 email format. The most common is {first initial} (e.g., j@wealthtechnology.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@wealthtechnology.com	100%

About The Wealth Technology Group

The Wealth Technology Group specializes in helping people prepare for and maintain a secure retirement. We use a combination of tax deflection strategies, traditional financial planning and prudent money management in assisting clients to set and meet their financial goals. At The Wealth Technology Group, we be believe that It's not what you make, It's what you keep! Legal Stuff! Securities and Investment Advisory Services offered through Osaic Wealth , Inc. Member FINRA, SIPC, and an SEC Registered Investment Advisor, 98 Lower Westfield Road, Suite 109, Holyoke, Massachusetts 01040. Gary F. Thomas, JD, LLM, CLU®, ChFC®, CDFA®, AIF®, CFP®

The Wealth Technology Group revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

The Wealth Technology Group has never raised funding before.

The Wealth Technology Group Tech Stack

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

Cloudflare

CDN

Modernizr

JavaScript libraries

Amazon S3

CDN

Amazon Web Services

PaaS

Google Hosted Libraries

CDN

Cloudflare Bot Management

Security

jQuery

JavaScript libraries

FMG Suite

Marketing automation

Google Tag Manager

Tag managers

HSTS

Security

WebEngage

Marketing automation

Open Graph

Miscellaneous

Frequently asked questions

The Wealth Technology Group is located in 98 Lower Westfield Road, Suite 109, US.

You can reach The Wealth Technology Group at +14137393511.

The Wealth Technology Group was founded in 1990, making it 36 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at The Wealth Technology Group

Gary F. Thomas

Owner/Director/IAR at The Wealth Technology Group

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