Wealth Insight Partners Revenue

Financial Services • Bethesda, Maryland, United States • 1-10 Employees

Wealth Insight Partners revenue & valuation

Annual revenue	$769,995
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,500,000
Total funding	No funding

Key Contacts at Wealth Insight Partners

James Ritter

Managing Director, Wealth Management

Kimberly Speese

Associate Director, Investment Operations

Mark Molowa

Director Of Financial Planning

Daniel Tobik

Financial Advisor & Director, Investment Strategy

Company overview

Headquarters	4800 Hampden Ln, 200, Bethesda, Maryland 20814, US
Phone number	+7034487889
Websites	wealthinsightpartners.com wipwealth.com
NAICS	52
SIC	628
Founded	2019
Employees	1-10
Socials

Wealth Insight Partners Email Formats

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

Format	Example	Percentage
{first name}{last name}	johndoe@wipwealth.com	100%

About Wealth Insight Partners

We remove financial stress for our clients through a holistic, team-based approach to financial planning and advice. By knowing every aspect of a client’s financial world, asking the right questions, and understanding client needs, we have the ability to bring clarity to clients and ensure their most important financial concerns are being addressed.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Founder/Owner

C-Suite

Employees by Department

Wealth Insight Partners has 6 employees across 2 departments.

Departments

Number of employees

Funding Data

Wealth Insight Partners has never raised funding before.

Wealth Insight Partners Tech Stack

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

Cloudflare

CDN

Cloudflare Bot Management

Security

Gravity Forms

Form builders

jQuery

JavaScript libraries

Material Design Lite

UI frameworks

GoDaddy

Hosting

HTTP/3

Miscellaneous

PHP

Programming languages

Font Awesome

Font scripts

GSAP

JavaScript frameworks

WordPress

Blogs

Google Maps

Maps

Frequently asked questions

Wealth Insight Partners is located in Bethesda, Maryland, US.

You can reach Wealth Insight Partners at +7034487889.

Wealth Insight Partners generates an estimated annual revenue of $769,995. This revenue figure reflects the company's market position and business performance in its industry.

Wealth Insight Partners has an estimated valuation of $2,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Wealth Insight Partners was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

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