Truicity Wealth Management
Financial Services • 
Virginia Beach, Virginia, United States • 1-10 Employees
Company overview
| Headquarters | 1 Columbus Center, 1100, Virginia Beach, Virginia 23462, US |
| Phone number | +17572165311 |
| Website | |
| NAICS | 52 |
| Founded | 2021 |
| Employees | 1-10 |
| Socials |
Key Contact at Truicity Wealth Management
Jaquelyn K. Kastelic
Director Of Operations
About Truicity Wealth Management
A holistic financial plan should empower you to get what you want out of life. Does Yours? Our team believes if you are financially secure, then you are better prepared to make decisions about your life. The common behavior around money is that if you do not have a comprehensive financial plan, then you tend to stress about your money. On the other hand, if you plan your finances wisely, then you can focus on the things in life that matter most to you. Translation.... Smart and strategic wealth management allows you to live life on your terms. We want to get to know YOU. What is important to you, and what motivates you to do what you do each day? Who and what are dearest to your heart? From this discovery and perspective, together we can devise a financial plan that aligns with your vision, values and goals.
Truicity Wealth Management 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
Funding Data
Truicity Wealth Management has never raised funding before.
Truicity Wealth Management Tech Stack
Discover the technologies and tools that power Truicity Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Customer data platform
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