Wealth Matters Consulting
Financial Services • 
West Palm Beach, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 319 Clematis St, West Palm Beach, Florida 33401, US |
| Phone number | +15613797673 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Thought Leadership, Web Development, Family Office, Branding, Marketing, Speaking Engagements, Learning Events, Collateral Creation, Pr/Media Financial Services, Uhnw/Hnw, Wealth Marketing Strategies |
| Founded | 2012 |
| Employees | 1-10 |
| Socials |
Key Contacts at Wealth Matters Consulting
Rosemary Denney
Chief Executive Officer
Lillian Vides
Chief Operating Officer, Creative Director
About Wealth Matters Consulting
Wealth Matters Consulting is a firm founded to provide marketing, public relations, and creative branding support to those in the wealth industry who's target market includes ultra high-net-worth and high-net-worth clients. We have extensive experience working with firms on both traditional and social media platforms. We focus on first establishing a brand and firm identity, and then use niche communication channels to create visibility and brand awareness via thought-leadership which can lead to engagement and attention from referral sources and clients. We help firms find their voice and create custom collateral to connect with their target audience. Expertise in wealth, social media, branding, marketing strategies, next gen marketing, and social media best practices. Delivering targeted marketed programs aimed at particular segments of the UHNW/HNW space.
Wealth Matters Consulting 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 |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Wealth Matters Consulting has 4 employees across 4 departments.
Departments
Number of employees
Funding Data
Wealth Matters Consulting has never raised funding before.
Wealth Matters Consulting Tech Stack
Discover the technologies and tools that power Wealth Matters Consulting's digital infrastructure, from frameworks to analytics platforms.
Security
Form builders
JavaScript libraries
Analytics
Webmail
Programming languages
Blogs
SEO
Analytics
Analytics
JavaScript libraries
United Kingdom
Frequently asked questions
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