WealthVest
Financial Services • 
Bozeman, Montana, United States • 101-200 Employees
Company overview
| Headquarters | 2485 Manley Rd., Bozeman, MT 59715, US |
| Phone number | +1597158775959325 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Digital Marketing, Product Management, Marketing Support, Life Insurance, Content Creation, Variable Annuities, Structured Investments, Market Linked Cds, Structured Notes, Multi-Year Guaranteed Annuities, Financial Market Analysis, Financial Services Distribution, Fixed And Fixed Index Annuities, Carrier Relationship Management, Agent And Agency Wholesaler Support, Annuity Product Design, Bank And Broker-Dealer Back Office Support, Longevity And Income Planning, Retirement Education And Research, Wholesaling Financial Services |
| Founded | 2009 |
| Employees | 101-200 |
| Socials |
Key Contact at WealthVest
WealthVest Email Formats
WealthVest uses 5 email formats. The most common is {first name}{last name} (e.g., johndoe@wealthvest.com), used 67.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@wealthvest.com | 67.5% |
{first initial}{last name} | jdoe@wealthvest.com | 27.4% |
{last name}{last name} | doedoe@wealthvest.com | 3.8% |
{last name} | doe@wealthvest.com | 1.2% |
About WealthVest
It is projected that 78 million baby boomers will reach retirement age within the next 11 years, financial professionals need to be prepared with resources, effective products and strategic messaging to keep their client’s money safe and help them retire with dignity and confidence. However, due to shrinking pensions, retirees living longer, social security uncertainty and current market risks, traditional retirement planning is no longer effective. Understanding that traditional retirement strategies may not withstand timing risk, market crashes and other unforeseen hurdles, WealthVest saw an opportunity. WealthVest not only partners with insurance carriers that offer the most consumer-friendly products on the market, but they also provide wholesaling support making them a go-to resource for financial professionals seeking strategies to keep their client’s money safe and providing a predictable and comfortable retirement. With the fixed income and equity markets in their current state, traditional approaches may not perform effectively and a shift in retirement strategy is needed. WealthVest is proudly at the forefront of Rethinking RetirementTM with their groundbreaking thought leadership, first-class marketing strategies, operational support and dedicated wholesalers. WealthVest provides the tools, resources, practice management support and products that financial professionals need, to provide their clients a predictable retirement that has their best interest in mind. Securities Disclosures: https://www.worldequitygroup.com/privacypolicy.html Social Media Disclosures and Privacy Policy: https://www.wealthvest.com/legal-and-privacy
WealthVest revenue & valuation
| Annual revenue | $23,100,000 |
| Revenue per employee | $175,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $74,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
WealthVest has 65 employees across 13 departments.
Departments
Number of employees
Funding Data
WealthVest has never raised funding before.
WealthVest Tech Stack
Discover the technologies and tools that power WealthVest's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
CDN
Security
Video players
Analytics
Miscellaneous
JavaScript libraries
JavaScript frameworks
Security
Analytics
Video players
Analytics
Belgium
Australia
Saudi Arabia
Italy
Netherlands
Frequently asked questions
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