Unique Wealth Revenue

Financial Services • 4830 W Kennedy Blvd, Suite 100, United States • 11-20 Employees

Unique Wealth revenue & valuation

Annual revenue	$1,368,880
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$4,400,000
Total funding	No funding

Key Contacts at Unique Wealth

Curtis Parry

Founder And Chief Executive Officer

Rhiannon Vallis

Wealth Director

Company overview

Headquarters	4830 W Kennedy Blvd, Suite 100, Tampa, FL 33609, US
Phone number	+18138162030
Website	uniquewealth.com
NAICS	52
Keywords	Investments, Risk Management, Insurance, Wealth Advisors, Business Planning, Financial Planning, Retirement, Wealth Management, Certified Financial Planners, Independent Registered Investment Advisor, Advisor Coordination, Retirement Income Distrubtion
Founded	2018
Employees	11-20
Socials

Unique Wealth Email Formats

Unique Wealth uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@uniquewealth.com), used 76.9% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@uniquewealth.com	76.9%
{first name}.{last name}	john.doe@uniquewealth.com	15.4%
{first initial}	j@uniquewealth.com	7.7%

About Unique Wealth

Unique Wealth, an independent registered investment advisor, works exclusively with successful individuals and business owners who are retired or considering retirement in the near future and yearn for a trusted partner to guide them towards their goals. Based in Tampa, our highly experienced team has earned many relevant industry certifications, but none are as important as the appreciation we earn every day by caring so much for our clients. Understanding their concerns about the future, their retirement years and their legacies, we offer our expertise in providing comprehensive financial planning and organizing their financial affairs. We focus on delivering peace of mind, reassurance and confidence.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

Partner

Employees by Department

Unique Wealth has 7 employees across 3 departments.

Departments

Number of employees

Funding Data

Unique Wealth has never raised funding before.

Unique Wealth Tech Stack

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

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

GoDaddy

Hosting

Nginx

Reverse proxies

Contact Form 7

Form builders

PHP

Programming languages

Open Graph

Miscellaneous

All in One SEO Pack

SEO

HSTS

Security

WordPress

Blogs

LottieFiles

Miscellaneous

Frequently asked questions

Unique Wealth is located in 4830 W Kennedy Blvd, Suite 100, US.

You can reach Unique Wealth at +18138162030.

Unique Wealth generates an estimated annual revenue of $1,368,880. This revenue figure reflects the company's market position and business performance in its industry.

Unique Wealth has an estimated valuation of $4,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Unique Wealth was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

Unique Wealth has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Unique Wealth

Curtis Parry

Founder And Chief Executive Officer

Rhiannon Vallis

Wealth Director

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