Transparent Wealth Consulting Revenue

Investment Management • Lakeville, New York, United States • 1-10 Employees

Transparent Wealth Consulting revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Transparent Wealth Consulting

Colleen Knapp

Founder and CEO

Company overview

Headquarters	3031 Rochester Rd., Lakeville, NY 14480, US
Phone number	+15852020305
Website	transparentwealthconsulting.com
NAICS	5231
SIC	874
Keywords	Retirement Planning, Portfolio Management, Financial Planning, Tax Efficient Investment Strategies, Estate Planning, Beneficiary Designations
Founded	1978
Employees	1-10

About Transparent Wealth Consulting

At Transparent Wealth Consulting LLC, we unite the access and resources of leading institutional firms with the personal attention of a boutique practice. Put another way, we’re Wall Street-forged, but Main Street-focused. Based in Victor, New York, we have served clients across the country since 1978. We specialize in helping affluent individuals, families, and business owners transfer wealth between generations with tax-minimizing wealth. We have eliminated the middle men such as broker dealers, banks, and third-party money managers. While the majority of advisors use outside agencies to oversee their clients’ wealth, every aspect of our clients’ plans is managed in-house. We are accountable exclusively to you.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Transparent Wealth Consulting has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Transparent Wealth Consulting has never raised funding before.

Transparent Wealth Consulting Tech Stack

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

Modernizr

JavaScript libraries

Cloudflare Bot Management

Security

Google Maps

Maps

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Datadog

Analytics

Google Analytics

Analytics

Bootstrap

UI frameworks

Google Hosted Libraries

CDN

Frequently asked questions

Transparent Wealth Consulting is located in Lakeville, New York, US.

You can reach Transparent Wealth Consulting at +15852020305.

Transparent Wealth Consulting generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Transparent Wealth Consulting has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Transparent Wealth Consulting was founded in 1978, making it 48 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Transparent Wealth Consulting

Colleen Knapp

Founder and CEO

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