WealthVisory
Financial Services • 
Frisco, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 7110 Pecan St, Frisco, Texas 75034, US |
| Phone number | +18002316276 |
| Website | |
| NAICS | 52 |
| Founded | 2022 |
| Employees | 1-10 |
| Socials |
Key Contact at WealthVisory
George Lollis
Managing Partner/ Owner
WealthVisory Email Formats
WealthVisory uses 2 email formats. The most common is {first initial} (e.g., j@wealthvisory.com), used 87.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@wealthvisory.com | 87.5% |
{first name} | john@wealthvisory.com | 12.5% |
About WealthVisory
Our team founded WealthVisory with a vision to build long-term client relationships with the highest level of service. With decades of experience, complementary skills, and a collaborative spirit, we’ve built a deep bench to serve a variety of client needs in a complex financial world—making us better together.
WealthVisory revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
WealthVisory has never raised funding before.
WealthVisory Tech Stack
Discover the technologies and tools that power WealthVisory's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Security
Video players
Maps
CDN
JavaScript libraries
Miscellaneous
Programming languages
Blogs
Analytics
UI frameworks
SEO
Netherlands
Nigeria
Spain
United Kingdom
South Africa
Frequently asked questions
4.8
40,000 users
