WealthTech Strategy Partners

Investment, Funds and Trusts • Boston, Massachusetts, United States • 1-10 Employees

Company overview

Headquarters	Boston, Massachusetts, United States
Website	wealthtechstrategy.com
Keywords	Capital Raising, Mergers & Acquisitions, Fintech, Revenue Growth, Wealthtech
Founded	2023
Employees	1-10
Socials

Key Contact at WealthTech Strategy Partners

Michael Wuest

Vice President

WealthTech Strategy Partners Email Formats

WealthTech Strategy Partners uses 2 email formats. The most common is {first initial} (e.g., j@wealthtechstrategy.com), used 75% of the time.

Format	Example	Percentage
{first initial}	j@wealthtechstrategy.com	75%
{first name}	john@wealthtechstrategy.com	25%

About WealthTech Strategy Partners

The only investment bank focused exclusively on WealthTech. We specializing in strategic partnerships to boost revenue, capital raising to fuel growth, and strategic acquisitions to boost reach. Visit us at www.wealthtechstrategy.com to see why even the way we are different is different. Registered Representative of and Securities Products offered through BA Securities, LLC Member FINRA (www.FINRA.org) SIPC (www.SIPC.org). WealthTech Strategy Partners LLC and BA Securities, LLC are separate, unaffiliated entities. Any testimonial or endorsement may not be representative of the experience of other customers and is no guarantee of future performance or success.

WealthTech Strategy Partners revenue & valuation

Annual revenue	$769,995
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment, Funds and Trusts industry and current estimated revenues	$2,500,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Intern

Vice President

Employees by Department

WealthTech Strategy Partners has 3 employees across 1 departments.

Departments

Number of employees

Funding Data

WealthTech Strategy Partners has never raised funding before.

WealthTech Strategy Partners Tech Stack

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

Microsoft 365

HubSpot Analytics

Analytics

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

WordPress

Blogs

Google Cloud CDN

CDN

Sentry

Issue trackers

Sirvoy

Appointment scheduling

WordPress.com

PaaS

React

JavaScript frameworks

Frequently asked questions

WealthTech Strategy Partners is located in Boston, Massachusetts, US.

WealthTech Strategy Partners was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at WealthTech Strategy Partners

Michael Wuest

Vice President

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