Wingate Wealth Advisors
Financial Services • 
Lexington, Massachusetts, United States • 21-50 Employees
Company overview
| Headquarters | 450 Bedford Street, Lexington, MA 02420, US |
| Phone number | +17818627100 |
| Website | |
| NAICS | 52 |
| Keywords | Financial Planning And Investment Management |
| Founded | 1986 |
| Employees | 21-50 |
| Socials |
Key Contact at Wingate Wealth Advisors
Jenifer Cannon
Director Of Business Development
Wingate Wealth Advisors Email Formats
Wingate Wealth Advisors uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@wingatewealthadvisors.com), used 68.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@wingatewealthadvisors.com | 68.8% |
{first initial}.{last name} | j.doe@wingatewealthadvisors.com | 31.2% |
About Wingate Wealth Advisors
Wingate Wealth Advisors is an independent, fee only, wealth management and financial planning organization dedicated to serving the personal financial needs of individuals and families. Since 1986, we have been providing financial guidance that is objective, tailored, and collaborative. Our integrated approach begins with a planning process to ensure your investment strategy is aligned with your needs, goals, and circumstances.
Wingate Wealth Advisors revenue & valuation
| Annual revenue | $2,566,650 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $8,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Wingate Wealth Advisors has 11 employees across 4 departments.
Departments
Number of employees
Funding Data
Wingate Wealth Advisors has never raised funding before.
Wingate Wealth Advisors Tech Stack
Discover the technologies and tools that power Wingate Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
Security
Security
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JavaScript libraries
Analytics
JavaScript libraries
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CDN
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Advertising
Miscellaneous
France
Spain
Italy
United Kingdom
Canada
Frequently asked questions
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