Wealth Effects

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

Company overview

Headquarters	Boston, Massachusetts, United States
Phone number	+16174652560
Website	w-effects.com
NAICS	52
Keywords	Wealth Management, Investment, Life Transitions
Founded	2021
Employees	1-10
Socials

Key Contacts at Wealth Effects

Bill Liberti

Chief Executive Officer

Jeffrey S. Mchale

Managing Director, Apma

Rick Roche

Director Of Client Engagement

Amy Russo Deross

Marketing Director

Wealth Effects Email Formats

Wealth Effects uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@w-effects.com), used 100% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@w-effects.com	100%

About Wealth Effects

Wealth Effects is committed to enhancing clients' lives by meticulously preparing and planning for life transitions such as retirement, divorce, career changes, college planning, and more. Established in 2021, Wealth Effects has nurtured over 500 client relationships, expertly guiding individuals towards optimal solutions for their long-term investment goals.

Wealth Effects revenue & valuation

Annual revenue	$855,550
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,800,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Director

Entry

Employees by Department

Wealth Effects has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

Wealth Effects has never raised funding before.

Wealth Effects Tech Stack

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

Modernizr

JavaScript libraries

reCAPTCHA

Security

lit-element

JavaScript libraries

Google Maps

Maps

lit-html

JavaScript libraries

Salesforce Marketing Cloud Account Engagement

Marketing automation

Stimulus

JavaScript frameworks

HSTS

Security

Calendly

Appointment scheduling

Adobe Fonts

Font scripts

Squarespace Commerce

Ecommerce

core-js

JavaScript libraries

Frequently asked questions

Wealth Effects is located in Boston, Massachusetts, US.

You can reach Wealth Effects at +16174652560.

Wealth Effects was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contacts at Wealth Effects

Bill Liberti

Chief Executive Officer

Jeffrey S. Mchale

Managing Director, Apma

Rick Roche

Director Of Client Engagement

Amy Russo Deross

Marketing Director

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