Wealthly
Financial Services • • 1-10 Employees
Company overview
| Headquarters | XX |
| Website | |
| NAICS | 52 |
| Employees | 1-10 |
Key Contact at Wealthly
Lewis Scott
Founder and CEO
Wealthly Email Formats
Wealthly uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@wealthly.tech), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@wealthly.tech | 100% |
About Wealthly
Wealthly is revolutionising how financial institutions (insurance/asset/pension), RIA's, IFA's, wealth managers and banks support their financial advisors and their clients. Providing opportunities to drive better operational efficiencies, automate tedious tasks and create new income through our AI-driven wealth score and hybird AI agent. Our fully compliant and secure data scoring systems support these organisations to achieve three main goals: 1. To better serve clients 2. Making work life & workflows easier for your advisors and saving them time 3. Drive new untapped income
Wealthly revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Wealthly has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Wealthly has never raised funding before.
United States
Australia
Frequently asked questions
4.8
40,000 users
