WealthPlus
Financial Services • 
United States • 11-20 Employees
Company overview
| Headquarters | United States |
| Websites | |
| NAICS | 52 |
| SIC | 736 |
| Founded | 2024 |
| Employees | 11-20 |
| Socials |
Key Contacts at WealthPlus
Lee Tenney
Head Of Sales
Justin Bales
Founder/Chief Executive Officer
Manish Gupta
Chief Technology Officer
Jarrod Gelroth
Director Of Trading And Reconciliation
WealthPlus Email Formats
WealthPlus uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@wealthplus.inc), used 45.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@wealthplus.inc | 45.5% |
{first initial}{last name} | jdoe@wealthplus.inc | 36.4% |
{first initial}{second initial}{last name} | jodoe@wealthplus.inc | 18.2% |
About WealthPlus
Wealth Plus transforms workplace benefits through a unified platform bringing together retirement plans, health savings, and more, into a more intuitive system. Our all-in-one solution consolidates benefit management, participant engagement tools and advisory services in a single platform. We simplify administration while automating compliance and giving employees clear visibility into their entire savings portfolio. The platform offers white label flexibility to help your business grow. By integrating all these tools and insight. together, we turn complexity into clarity and deliver the future of workplace benefits.
WealthPlus revenue & valuation
| Annual revenue | $4,509,449 |
| Revenue per employee | $410,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $14,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
WealthPlus has 3 employees across 3 departments.
Departments
Number of employees
Funding Data
WealthPlus has never raised funding before.
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