WealthPlan Advantage Revenue

Financial Services • Morristown, New Jersey, United States • 1-10 Employees

WealthPlan Advantage revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contact at WealthPlan Advantage

Daniel Nardolillo

Director Of Planning

Company overview

Headquarters	Morristown, New Jersey, United States
Phone number	+19738671835
Website	wealthplanadv.com
NAICS	52
SIC	628
Founded	2000
Employees	1-10
Socials

WealthPlan Advantage Email Formats

WealthPlan Advantage uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@wealthplanadv.com), used 50% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@wealthplanadv.com	50%
{first name}	john@wealthplanadv.com	50%

About WealthPlan Advantage

WealthPlan Advantage is an independent financial planning firm with an unwavering commitment to help clients achieve financial security and build lasting wealth. We are skilled and proven professionals who provide objective advice and guidance on complicated and/or time-consuming ﬁnancial matters. We are also supported by top-tier resources and partners, including our affiliation with Summit Financial, a leader in the independent wealth management industry. Summit provides us access to expanded services and opportunities, advanced technologies, and deep resources, including Summit’s Professional Strategy Group, an institutional-caliber brain trust of tax, estate, insurance and financial planning experts.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Manager

Employees by Department

WealthPlan Advantage has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

WealthPlan Advantage has never raised funding before.

WealthPlan Advantage Tech Stack

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

Cloudflare Bot Management

Security

Slick

JavaScript libraries

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

Frequently asked questions

WealthPlan Advantage is located in Morristown, New Jersey, US.

You can reach WealthPlan Advantage at +19738671835.

WealthPlan Advantage generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

WealthPlan Advantage has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

WealthPlan Advantage was founded in 2000, making it 26 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at WealthPlan Advantage

Daniel Nardolillo

Director Of Planning

4.8

40,000 users