TriCapital Wealth Management Revenue

Financial Services • Charlotte, North Carolina, United States • 1-10 Employees

TriCapital Wealth Management revenue & valuation

Annual revenue	$10,400,000
Revenue per employee	$2,070,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$33,200,000
Total funding	No funding

Key Contact at TriCapital Wealth Management

Randy White

President/Owner

Company overview

Headquarters	Park 6115 Park South Drive, Suite 330, Charlotte, North Carolina 28210, US
Phone number	+17045718778
Website	tricapitalgroup.com
NAICS	52
SIC	874
Keywords	Risk Management, Wealth Management, Retirement Planning, Financial Planning, Estate Planning, Investment Management
Founded	1999
Employees	1-10
Socials

TriCapital Wealth Management Email Formats

TriCapital Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@tricapitalgroup.com), used 83.3% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@tricapitalgroup.com	83.3%
{first name}{last name}	johndoe@tricapitalgroup.com	16.7%

About TriCapital Wealth Management

The firm was established in 1999 by Randy White with a simple vision: to assist our clients in accomplishing their financial goals by providing the highest quality advice available. Above all, we always put the client's needs first and deeply value the relationships that have formed as a result of that philosophy. Our customized wealth management process is so unique that it has received trademarks from the United States Patent and Trademark Office. As a result, we are uniquely qualified to provide wealth management solutions customized to your personal situation that communicate your progress toward your goals simply and effectively. We define our success very simply: the degree to which our clients make progress toward and achieve their financial goals. *Advisory Services are offered through TriCapital Wealth Management. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

TriCapital Wealth Management has never raised funding before.

TriCapital Wealth Management Tech Stack

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

reCAPTCHA

Security

Cloudflare Bot Management

Security

ElementsKit

WordPress plugins

Site Kit

Analytics

Swiper

JavaScript libraries

Hello Elementor

WordPress themes

Elementor

Page builders

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

UIKit

UI frameworks

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

Frequently asked questions

TriCapital Wealth Management is located in Charlotte, North Carolina, US.

You can reach TriCapital Wealth Management at +17045718778.

TriCapital Wealth Management generates an estimated annual revenue of $10,347,906. This revenue figure reflects the company's market position and business performance in its industry.

TriCapital Wealth Management has an estimated valuation of $33,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

TriCapital Wealth Management was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at TriCapital Wealth Management

Randy White

President/Owner

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