Wealthshape Revenue

Investment Management • Windsor, Connecticut, United States • 1-10 Employees

Wealthshape revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Wealthshape

Timothy Baker

Founder & CEO

Company overview

Headquarters	Windsor, Connecticut, United States
Phone number	+18608370303
Website	wealthshape.com
NAICS	5231
SIC	628
Keywords	Financial Planning And Investment Management
Founded	2015
Employees	1-10
Socials

Wealthshape Email Formats

Wealthshape uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@wealthshape.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@wealthshape.com	100%

About Wealthshape

Wealthshape was built on the belief that investment advice should rely on long term, proven academic evidence and everyone should have access to it. We engineer advanced, institutional grade portfolios and responsibly deliver our services at a low cost to investors from all walks of life.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Wealthshape has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Wealthshape has never raised funding before.

Frequently asked questions

Wealthshape is located in Windsor, Connecticut, US.

You can reach Wealthshape at +18608370303.

Wealthshape generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Wealthshape has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Wealthshape was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Wealthshape

Timothy Baker

Founder & CEO

4.8

40,000 users