WealthPoint Revenue

Financial Services • Phoenix, Arizona, United States • 21-50 Employees

WealthPoint revenue & valuation

Annual revenue	$2,823,315
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$9,100,000
Total funding	No funding

Key Contacts at WealthPoint

Kami Sieben

Director Of Underwriting

Kim Boston

Director Of Insurance Solutions

Peter Miterko

Partner & Co-Owner

Savannah Wolach

Director Of Operations

Kristin Teaff

Director Of Communications

Company overview

Headquarters	2398 East Camelback Road, Suite 320, Phoenix, Arizona 85016, US
Phone number	+16029580038
Website	wealthpoint.net
NAICS	52
SIC	628
Keywords	Entrepreneur, Succession Planning, Family Business Planning, Insurance, Continuity Planning, Business Exit Planning, Family Business Consultants, Compensation Consultants, Decision-Making Process, Wealthy, Ultra-Affluent
Founded	2010
Employees	21-50
Socials

WealthPoint Email Formats

WealthPoint uses 3 email formats. The most common is {first initial} (e.g., j@wealthpoint.net), used 82.4% of the time.

Format	Example	Percentage
{first initial}	j@wealthpoint.net	82.4%
{first name}	john@wealthpoint.net	14.7%
{first name}{last name}	johndoe@wealthpoint.net	2.9%

About WealthPoint

WealthPoint is an insurance advisory services company that offers life insurance strategies, life insurance policy reviews, business advisory services, succession and exit planning, and m&a advisory services.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Partner

Director

Employees by Department

WealthPoint has 5 employees across 3 departments.

Departments

Number of employees

Funding Data

WealthPoint has never raised funding before.

WealthPoint Tech Stack

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

Awesomplete

Search engines

Cloudflare Bot Management

Security

Material Design Lite

UI frameworks

jQuery UI

JavaScript libraries

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Salesforce Marketing Cloud Account Engagement

Marketing automation

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

HTTP/3

Miscellaneous

Frequently asked questions

WealthPoint is located in Phoenix, Arizona, US.

You can reach WealthPoint at +16029580038.

WealthPoint generates an estimated annual revenue of $2,823,315. This revenue figure reflects the company's market position and business performance in its industry.

WealthPoint has an estimated valuation of $9,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

WealthPoint was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

WealthPoint has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at WealthPoint

Kami Sieben

Director Of Underwriting

Kim Boston

Director Of Insurance Solutions

Peter Miterko

Partner & Co-Owner

Savannah Wolach

Director Of Operations

Kristin Teaff

Director Of Communications