WealthPRIME Revenue

Financial Services • San Jose, California, United States • 1-10 Employees

WealthPRIME 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

Key Contact at WealthPRIME

Elizabeth Thomas

Director Of Client Services

Company overview

Headquarters	4100 Moorpark Avenue, Suite 128, San Jose, California 95117, US
Website	wealthprime.com
NAICS	52
SIC	628
Keywords	Pensions, Financial Services, Venture Capital, Premium Financing, Plan Design, Wealth Building, Retirement Planning, Tax Mitigation, Retirement, 401(K), Taxes, Actuarial Services, Defined Benefit, Alternative Assets, Cash Balance, Retirement Administration, Roth Conversions, Plan Sponsors, Combo-K, Roth 401(K), Smart Calculator, Tax Codes
Founded	1978
Employees	1-10
Socials

WealthPRIME Email Formats

WealthPRIME uses 1 email format. The most common is {first initial} (e.g., j@wealthprime.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@wealthprime.com	100%

About WealthPRIME

WealthPRIME is an industry-first, smart calculator that uses the complex tax laws coupled with sophisticated retirement plan vehicles to generate a personalized financial profile based on an investor’s income and various other factors. WealthPRIME offers highly customized financial solutions on a scale only once offered through one-on-one consulting. It uses aggressive plan design strategies—unlike your average 401(k) plan—and includes advanced alternative investment opportunities that can exponentially increase account values, and provide maximum tax deductions. Dan Harding, Founder, has supplied wealth management services for high-net-worth individuals and firms for the past decade. His areas of expertise include sophisticated financial planning, tax services, and retirement planning.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

WealthPRIME has never raised funding before.

WealthPRIME Tech Stack

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

SiteGround

Hosting

Astra

WordPress themes

ElementsKit

WordPress plugins

Vimeo

Video players

WP Rocket

Caching

Swiper

JavaScript libraries

jQuery UI

JavaScript libraries

ClickCease

Security

Hotjar

Analytics

Elementor

Page builders

Microsoft 365

jQuery Migrate

JavaScript libraries

Frequently asked questions

WealthPRIME is located in San Jose, California, US.

WealthPRIME generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

WealthPRIME has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

WealthPRIME was founded in 1978, making it 48 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at WealthPRIME

Elizabeth Thomas

Director Of Client Services

4.8

40,000 users