Whalen Financial
Financial Services • 
United States • 1-10 Employees
Company overview
| Headquarters | United States |
| Phone number | +17028787200 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Employees | 1-10 |
| Socials |
Key Contact at Whalen Financial
Andrew Whalen
Chief Executive Officer
Whalen Financial Email Formats
Whalen Financial uses 2 email formats. The most common is {first name} (e.g., john@whalenfinancial.com), used 90% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@whalenfinancial.com | 90% |
{first initial} | j@whalenfinancial.com | 10% |
About Whalen Financial
Whalen Financial is a wealth management, investment advisory, tax and estate planning, and retirement money prism company that helps clients define and prioritize their goals and put their financial decisions into perspective. They offer services such as wealth management, investment advisory, tax and estate planning, and retirement money prism.
Whalen Financial revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Whalen Financial has 5 employees across 4 departments.
Departments
Number of employees
Funding Data
Whalen Financial has never raised funding before.
Whalen Financial Tech Stack
Discover the technologies and tools that power Whalen Financial's digital infrastructure, from frameworks to analytics platforms.
Marketing automation
Programming languages
Web frameworks
CDN
JavaScript libraries
Advertising
Appointment scheduling
Analytics
Video players
CDN
PaaS
United Kingdom
Canada
Frequently asked questions
4.8
40,000 users
