Wealth Partners Alliance
Investment Management • 
TEXAS, United States • 21-50 Employees
Company overview
| Headquarters | TEXAS, United States |
| Phone number | +19723311300 |
| Website | |
| NAICS | 5231 |
| Keywords | Financial Services, Family Office, Wealth Management, Corporate Solutions, Financial Planning, 401K |
| Founded | 2019 |
| Employees | 21-50 |
| Socials |
Key Contacts at Wealth Partners Alliance
Mark Wood
Director, Strategic Growth
Lindsay Lambert
Corporate Retirement Director
Jennifer Gaskin
Director - Operations & Practice Management, Wpa / Branch Associate, Rjfs
Lindsay Lambert
Corporate Retirement Director
Wealth Partners Alliance Email Formats
Wealth Partners Alliance uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@wealthpartnersalliance.com), used 84.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@wealthpartnersalliance.com | 84.4% |
{last name}{last name} | doedoe@wealthpartnersalliance.com | 9.4% |
{first initial} | j@wealthpartnersalliance.com | 3.1% |
{first name}{last name} | johndoe@wealthpartnersalliance.com | 3.1% |
About Wealth Partners Alliance
Wealth Partners Alliance is an independent Advisor led company founded by Wealth Advisors to leverage technology, resources, and strategic partnerships in order to deliver superior client experiences and financial outcomes. Wealth Partners Alliance provides all investment advisory services through Concurrent Investment Advisors, LLC (“Concurrent”), an SEC Registered Investment Advisor.
Wealth Partners Alliance revenue & valuation
| Annual revenue | $2,737,760 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $8,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Wealth Partners Alliance has 9 employees across 4 departments.
Departments
Number of employees
Funding Data
Wealth Partners Alliance has never raised funding before.
Wealth Partners Alliance Tech Stack
Discover the technologies and tools that power Wealth Partners Alliance's digital infrastructure, from frameworks to analytics platforms.
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Web servers
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Miscellaneous
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Miscellaneous
Malaysia
United Kingdom
Ukraine
Australia
Frequently asked questions
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