WealthFactor Email Formats

Investment Management • Lake Oswego, Oregon, United States • 11-20 Employees

WealthFactor Email Formats

WealthFactor uses 1 email format. The most common is {first initial} (e.g., j@wealthfactor.ai), used 100% of the time.

Format	Example	Percentage
{first initial}	j@wealthfactor.ai	100%

Key Contact at WealthFactor

Alan Ford

Director Of Business Development

Company overview

Headquarters	155 B Ave, Suite 100, Lake Oswego, Oregon 97034, US
Phone number	+15034778100
Website	wealthfactor.ai
NAICS	5231
Keywords	Investing, Growth, Wealth Management, Income, Value, Digital, Tax Management, Socially Responsible Investing, Individual Securities, Direct Indexing, Factor (Evidence-Based Investing), Risksmart
Founded	2017
Employees	11-20
Socials

About WealthFactor

WealthFactor is a holistic plan-based wealth manager delivering expert teams to ensure your wealth is stewarded well. Avoiding unnecessary complexity and risk, maximizes the probability you meet your goals.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Director

Head

Employees by Department

WealthFactor has 3 employees across 3 departments.

Departments

Number of employees

Funding Data

WealthFactor has never raised funding before.

WealthFactor Tech Stack

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

Cloudflare Bot Management

Security

HubSpot CMS Hub

CMS

Cloudflare

CDN

Twitter Ads

Advertising

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

HTTP/3

Miscellaneous

HSTS

Security

Facebook Login

Authentication

Google Analytics

Analytics

Google Workspace

Google Tag Manager

Tag managers

Frequently asked questions

WealthFactor is located in Lake Oswego, Oregon, US.

You can reach WealthFactor at +15034778100.

WealthFactor was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

WealthFactor has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at WealthFactor

Alan Ford

Director Of Business Development

4.8

40,000 users