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Wellbeing Financial

Wellbeing Financial

Financial Services1-10 Employees

Company overview

HeadquartersXX
Website
NAICS52
Founded2023
Employees1-10

Key Contact at Wellbeing Financial

Flag of CA

Jacob Watson

Co-founder and CEO

About Wellbeing Financial

Welcome to Wellbeing Financial—the premier destination for financial management. At Wellbeing Financial, we are dedicated to the financial wellbeing of our users, harnessing innovative, AI-assisted technology to simplify the complexity of financial decisions related to home ownership and investment. Our platform, driven by cutting-edge artificial intelligence, offers comprehensive insights ensuring users receive the best prices and products available, without bias. We ensure users have choices and full transparency—providing complete peace of mind. With Wellbeing Financial, users will experience a holistic approach to managing all their home financial needs through a platform that blends expert insights with practical, user-friendly tools. We revolutionize how users engage with financial products, transforming the decision-making and purchase process into a streamlined, stress-free experience. Join us on the journey to smarter financial management—where our users' financial wellbeing is at the heart of everything we do.

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Wellbeing Financial revenue & valuation

Annual revenue$85,555
Revenue per employee$86,000
Estimated valuation?$273,776
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Wellbeing Financial has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Wellbeing Financial has never raised funding before.

Frequently asked questions

Wellbeing Financial is located in XX.
Wellbeing Financial was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.
Wellbeing Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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