Vitae Wealth Management Revenue

Financial Services • Longmeadow, Massachusetts, United States • 1-10 Employees

Vitae Wealth Management revenue & valuation

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

Key Contact at Vitae Wealth Management

Shawn Torres Mba

Managing Director, Vitae Wealth Management. | Wealth Manager

Company overview

Headquarters	734 Longmeadow St, Unit 101, Longmeadow, Massachusetts 01106, US
Phone number	+14137543212
Website	vitaewealth.com
NAICS	52
SIC	736
Keywords	Investment Planning, Estate Planning, College Planning, Retirement Planning, Executive Benefits, Insurance, Financial Planning, Corporate Benefits, Trust Services, Charitable Giving, Business Evaluation
Founded	2017
Employees	1-10
Socials

About Vitae Wealth Management

Trusted Relationships, Right Here at Home When it comes to seeking guidance on the things you hold close-your family’s future, your personal dreams-relationships matter. Trust matters. Experience matters. The advisers at Vitae Wealth Management are a combination of all these strengths, delivering holistic, world-class wealth management solutions to individuals, families and businesses right here in Western Massachusetts. Our approach is comfortable, needs-based and, most importantly, centered on the biggest piece of the equation: you. Phone (413) 754-3212 info@vitaewealth.com Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Vitae Wealth Management and Cambridge are not affiliated. The information in this email is confidential and is intended solely for the addressee. If you are not the intended addressee and have received this email in error, please reply to the sender to inform them of this fact. We cannot accept trade orders through email. Important letters, email, or fax messages should be confirmed by calling 413-754-3212. This email service may not be monitored every day, or after normal business hours. Information to consider when your representative changes firms. FINRA 2273

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Funding Data

Vitae Wealth Management has never raised funding before.

Vitae Wealth Management Tech Stack

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

Modernizr

JavaScript libraries

Cloudflare Bot Management

Security

Google Maps

Maps

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Datadog

Analytics

Google Analytics

Analytics

Bootstrap

UI frameworks

Frequently asked questions

Vitae Wealth Management is located in Longmeadow, Massachusetts, US.

You can reach Vitae Wealth Management at +14137543212.

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

Vitae Wealth Management 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.

Vitae Wealth Management was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Vitae Wealth Management

Shawn Torres Mba

Managing Director, Vitae Wealth Management. | Wealth Manager

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