WealthStep Email Formats

Financial Services • 44 Montgomery Street, Suite 2410, United States • 1-10 Employees

Key Contact at WealthStep

Greg Patterson

Founder

Company overview

Headquarters	44 Montgomery Street, Suite 2410, San Francisco, CA, US
Website	wealthstep.com
NAICS	52
SIC	628
Keywords	Financial Literacy, Portfolio Management, Save, 401K Plan Participant Advice, Financial Independence Planning, How To Aim, Invest And Spend Wisely, Online Financial Advice, Aim>Save>Invest Advice, Increasing Economic Equality
Founded	2008
Employees	1-10
Socials

About WealthStep

WealthStep: Online Aim>Save>Invest>Spend advice powered by an established financial advisory firm for individuals and 401k plans. WealthStep's "people + algorithm" approach helps you get to financial independence, by assessing how much you'll need to retire, how much to save now, and how to invest. Online behavioral finance education helps you make smarter financial decisions and avoid common pitfalls. Social media reminders to help you get on and stay on track, especially in difficult times. WealthStep is simple, top-tier, conflict-free online financial guidance, with optional project-based financial planning from a live planner for qualified individuals. A division of The Advisory Group, a pioneer in objective financial advice for over 3 decades. WealthStep also has a social impact goal: to improve financial wellness and reduce economic inequality of the general public that can't afford a high-quality advisor, through actionable on-line or in-person education and free access to the "Basic" version of WealthStep's online advice tools. Corporations and individuals can support this philanthropic effort by sponsoring education sessions for their employees and the public. Also follow: Facebook.com/WealthStep, Twitter.com/WealthStep, YouTube.com/WealthStep

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

WealthStep has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

WealthStep has never raised funding before.

Frequently asked questions

WealthStep is located in 44 Montgomery Street, Suite 2410, US.

WealthStep was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at WealthStep

Greg Patterson

Founder

4.8

40,000 users