TrailWise Financial Partners
Financial Services • 
Lakewood, Colorado, United States • 1-10 Employees
Company overview
| Headquarters | 1536 Cole Blvd, Suite 205, Golden, Colorado 80401, US |
| Phone number | +17204632850 |
| Website | |
| NAICS | 52 |
| Keywords | Tax Planning, Accountability, Cash Flow Management, Retirement Planning, Investment Analysis, Business Planning, Financial Planning, College Funding Strategies, Socially Responsible Investing |
| Founded | 2019 |
| Employees | 1-10 |
| Socials |
Key Contact at TrailWise Financial Partners
Yizeth Almemar
Director of Financial Planning
TrailWise Financial Partners Email Formats
TrailWise Financial Partners uses 3 email formats. The most common is {first initial} (e.g., j@trailwisefp.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@trailwisefp.com | 75% |
{first name} | john@trailwisefp.com | 25% |
About TrailWise Financial Partners
Your future is yours to create. We are passionate about helping you to find your own unique path that is as much about the journey as it is about the destination. The first step of any journey is to decide where you want to go and what you want to see along the way. We help you to map out your financial path, tailored to the life you want to live. Then we help you stay on course toward your destination. We Dive Deep Into: Cash Flow Management Business Planning College Funding Strategies Retirement Planning Investment Analysis Tax Planning Risk Management Estate Planning Our Core Values include: Transparency Customization Fiduciary Accountability Balance Responsibility Our Cost Structure is what people are talking about. We believe the all-inclusive asset management fee can create disparity to services needed in various stages of life. We've tailored our costs to reflect the current life stage and the advice needed.
TrailWise Financial Partners revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
TrailWise Financial Partners has never raised funding before.
TrailWise Financial Partners Tech Stack
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