Wealth Concierge Group
Business Consulting and Services • 
Manhattan, New York, United States • 1-10 Employees
Company overview
| Headquarters | Manhattan, New York, United States |
| Phone number | +119872019 |
| Website | |
| NAICS | 5416 |
| Keywords | Financial Advisory, Private Equity, Wellness Programs, Company Formations, Business Insurance, Life Insurance, Business Consulting, Tax Credits, Affiliate Programs, Real Estate Syndications, Fractional Cfo'S, Business Tax Credits, Overseas Trusts, Preipo Access |
| Founded | 2023 |
| Employees | 1-10 |
Key Contacts at Wealth Concierge Group
Salvatore Depaola
Founder
Jonathan Roth
Co Founder Of Wealth Concierge Group
Wealth Concierge Group Email Formats
Wealth Concierge Group uses 2 email formats. The most common is {first initial} (e.g., j@wealthconciergegroup.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@wealthconciergegroup.com | 50% |
{first name} | john@wealthconciergegroup.com | 50% |
About Wealth Concierge Group
Revolutionizing Financial Services: More Than Just Money Management At Wealth Concierge Group, we redefine the way business owners approach their financial strategies. With a focus on alternative investments and tax credits, we've established ourselves as the premier concierge service in the financial world. Our mission is to empower business owners, providing them with the knowledge and opportunities to optimize their wealth. What Makes Us Different? You've heard of concierge services in luxury hotels. Now, imagine that level of personalized attention, but in the financial realm. At Wealth Concierge Group, we don’t just manage your money; we orchestrate a suite of hand-picked services tailored to your unique needs and aspirations. Why Choose Us? Expertise: Our team consists of seasoned professionals who are experts in the field of alternative investments and tax credits. We understand the intricate nuances of the financial landscape, and we're committed to helping you make informed decisions. Tailored Solutions: We recognize that every business is unique. That's why we offer a range of alternative investment options and tax credit strategies that can be customized to suit your specific needs and objectives. Concierge Service: Think of us as your personal financial concierge. We're here to provide you with white-glove service, ensuring that your financial journey is smooth and stress-free. From the moment you engage with us, you'll experience the difference. Collaborative Approach: We believe in the power of collaboration. To deliver the best results for our clients, we partner with top-tier financial advisors and accountants. This synergy of expertise ensures that you receive comprehensive and holistic financial solutions that align with your long-term goals. Our Commitment: Integrity, transparency, and dedication are at the core of our values. We're committed to delivering exceptional value to our clients and maintaining the highest ethical standards.
Wealth Concierge Group revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Business Consulting and Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
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Employees
Employees by Department
Wealth Concierge Group has 5 employees across 3 departments.
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Number of employees
Funding Data
Wealth Concierge Group has never raised funding before.
Wealth Concierge Group Tech Stack
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Netherlands
Australia
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