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Wealthramp

Wealthramp Revenue

Financial ServicesFlag of USBoston, Massachusetts, United States1-10 Employees

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Wealthramp revenue & valuation

Annual revenue$2,000,000
Revenue per employee$250,000
Estimated valuation?$6,400,000
Total fundingNo funding

Key Contact at Wealthramp

Flag of US

Pam Krueger

Ceo

Company overview

HeadquartersBoston, Massachusetts, United States
Phone number+14153788240
Website
NAICS52
SIC609
Keywords
Financial Advisory, Wealth Management, Financial Planning
Founded2019
Employees1-10
Socials

Wealthramp Email Formats

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

FormatExamplePercentage
{first initial}
j@wealthramp.com
100%

About Wealthramp

Wealthramp is an advisor-matching service with a mission to connect people to the right fee-only advisor who will help them meet their financial goals throughout their life. We are the only advisor matching platform that doesn’t sell consumers’ information or share without their permission. Every advisor invited to join our network is personally vetted by Founder & CEO Pam Krueger, who has decades of experience in the investment industry and media educating people to never settle for an advisor who doesn’t exceed their expectations. Unlike brokers who sell products and earn commissions, the independent fiduciary CFPs, CFAs and CPAs at Wealthramp are legally held to act solely in clients’ best interests and have the expertise and characteristics essential to building a relationship with a client that lasts generations. The right advisor will deliver more value than the fee you pay them.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Head
C-Suite
Manager

Employees by Department

Wealthramp has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Wealthramp has never raised funding before.

Wealthramp Tech Stack

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

reCAPTCHA

reCAPTCHA

Security

Cloudflare Bot Management

Cloudflare Bot Management

Security

Gravity Forms

Gravity Forms

Form builders

AddToAny Share Buttons

AddToAny Share Buttons

WordPress plugins

Underscore.js

Underscore.js

JavaScript libraries

CivicTheme

CivicTheme

UI frameworks

Oxygen

Oxygen

Page builders

Swiper

Swiper

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

HTTP/3

HTTP/3

Miscellaneous

PHP

PHP

Programming languages

Frequently asked questions

Wealthramp is located in Boston, Massachusetts, US.
You can reach Wealthramp at +14153788240.
Wealthramp generates an estimated annual revenue of $2,000,000. This revenue figure reflects the company's market position and business performance in its industry.
Wealthramp has an estimated valuation of $6,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Wealthramp was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.
Wealthramp has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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