Willow Private Wealth Revenue

Financial Services • Vestavia Hills, Alabama, United States • 1-10 Employees

Willow Private Wealth revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contact at Willow Private Wealth

Barbara Thompson

Director Of Operations

Company overview

Headquarters	1400 Urban Center Dr, Vestavia Hills, Alabama 35242, US
Phone number	+12058552107
Websites	willowprivatewealth.com willowpw.com
NAICS	52
Keywords	Wealth Management, Retirement Planning, Financial Planning
Founded	2021
Employees	1-10
Socials

Willow Private Wealth Email Formats

Willow Private Wealth uses 1 email format. The most common is {first name} (e.g., john@willowpw.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@willowpw.com	100%

About Willow Private Wealth

Tomorrow will be here before you know it. College, weddings, grandchildren, retirement. Will you be ready? You’re busy. But the future isn’t something you can put off. You need to be ready. At Willow Private Wealth, we’re here to do the planning, managing, monitoring and executing for you. We’re a full-service wealth management practice dedicated to finding strategic solutions to help you live the life you want — today and tomorrow. We work with busy professionals like you every day. And we’re solely focused on making sure you reap the rewards of your years of hard work. We give you the confidence you need — with minimal effort on your part. You focus on your family, your career and your today. We’ll take care of your tomorrow. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Willow Private Wealth and RFG Advisory are unaffiliated entities.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Partner

Director

Manager

Employees by Department

Willow Private Wealth has 2 employees across 1 departments.

Departments

Number of employees

Funding Data

Willow Private Wealth has never raised funding before.

Willow Private Wealth Tech Stack

Discover the technologies and tools that power Willow Private Wealth's digital infrastructure, from frameworks to analytics platforms.

Adobe Fonts

Font scripts

Salesforce

CRM

jQuery

JavaScript libraries

GoDaddy

Hosting

Nginx

Reverse proxies

HTTP/3

Miscellaneous

Calendly

Appointment scheduling

FancyBox

JavaScript libraries

Sucuri

CDN

Vimeo

Video players

Open Graph

Miscellaneous

Microsoft 365

Frequently asked questions

Willow Private Wealth is located in Vestavia Hills, Alabama, US.

You can reach Willow Private Wealth at +12058552107.

Willow Private Wealth generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

Willow Private Wealth has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Willow Private Wealth was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

Willow Private Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Willow Private Wealth

Barbara Thompson

Director Of Operations

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