WealthFluent

Financial Services • Edwards, Colorado, United States • 1-10 Employees

Company overview

Headquarters	Edwards, Colorado, United States
Phone number	+19705005118
Websites	wealthfluent.com ripsaw.co
NAICS	52
Keywords	Personal Finance, Portfolio Management Software, Wealth Management Software, Personal Finance Software, Wealth Management Tools, Financial Advisor Software, Financial Decisions, Portfolio Optimizer, Diy Wealth Management, Portfolio Revision Tools, Fintech Platform
Founded	2020
Employees	1-10
Socials

Key Contacts at WealthFluent

David Kon

Chief Executive Officer And Co-Founder

Phil Lockett

Director Of Sales

Joshua Kon

Co-Founder, Cto, Director Of Engineering

Joshua Kon

Chief Technology Officer

WealthFluent Email Formats

WealthFluent uses 2 email formats. The most common is {first initial} (e.g., j@wealthfluent.com), used 88.9% of the time.

Format	Example	Percentage
{first initial}	j@wealthfluent.com	88.9%
{first name}	john@wealthfluent.com	11.1%

About WealthFluent

Navigating changing life circumstances, countless variables, and the fear of the unknown makes financial decisions feel overwhelming. Unlock your personalized financial decision-making engine and stop struggling with high-stakes financial decisions. Make clear, confident decisions tailored to your unique financial situation, lifetime goals, and current market conditions.

WealthFluent 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

Entry

Director

Employees by Department

WealthFluent has 5 employees across 4 departments.

Departments

Number of employees

Funding Data

WealthFluent has never raised funding before.

WealthFluent Tech Stack

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

Reddit Ads

Advertising

Site Kit

Analytics

Swiper

JavaScript libraries

MailChimp for WordPress

Marketing automation

Hotjar

Analytics

jQuery Migrate

JavaScript libraries

Alpine.js

JavaScript frameworks

Twitter Ads

Advertising

Yoast SEO Premium

SEO

Stripe

Payment processors

Plyr

Video players

Twitter Emoji

Font scripts

Frequently asked questions

WealthFluent is located in Edwards, Colorado, US.

You can reach WealthFluent at +19705005118.

WealthFluent was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contacts at WealthFluent

David Kon

Chief Executive Officer And Co-Founder

Phil Lockett

Director Of Sales

Joshua Kon

Co-Founder, Cto, Director Of Engineering

Joshua Kon

Chief Technology Officer

4.8

40,000 users