Wise Capital Partners
Financial Services • 
Houston, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 1801 Kingwood Dr, 160, Houston, Texas 77339, US |
| Phone number | +12813609473 |
| Website | |
| NAICS | 52 |
| Employees | 1-10 |
| Socials |
Key Contact at Wise Capital Partners
Chris Wise
Founder
Wise Capital Partners Email Formats
Wise Capital Partners uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@wisecapitalpartners.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@wisecapitalpartners.com | 60% |
{first name}{last name} | johndoe@wisecapitalpartners.com | 40% |
About Wise Capital Partners
AS CERTIFIED FINANCIAL PLANNERS, WE PRIDE OURSELVES ON BEING A FIDUCIARY ON BEHALF OF OUR CLIENTS. Which means we only make financial recommendations that are in your best interest. Our goal is to help you navigate all the stages of your life with a strong financial footing, so you build a better future. We are a holistic, independent, transparent, firm that focuses on finding the best investment vehicles and creating custom plans to meet your goals. Our Services Income Sources: Defined Benefit Plan, TRS, Pensions, Inheritance & Social Security Retirement: IRA, Roth, 401(k) & ORP/403(b) Debt/House: Credit Cards, Student Loans & Mortgage Loans Personal Accounts: Brokerage Accounts, After Tax Accounts, College Planning & Emergency Fund Risk Management: Life Insurance, Long Term Care, HSA & Long/Short Term Disability Property & Casualty Insurance: Utilizing an outside P&C agent for Flood, House, Vehicle, Art, Jewelry, Umbrella Tax Strategies: Utilizing an outside Qualified CPA for Tax Implications on Financial Decisions Legal Strategies: Utilizing an outside Estate Planning Attorney for Wills & Trust Power of Attorney Our clients always come first.
Wise Capital Partners 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
Employees by Department
Wise Capital Partners has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Wise Capital Partners has never raised funding before.
Wise Capital Partners Tech Stack
Discover the technologies and tools that power Wise Capital Partners's digital infrastructure, from frameworks to analytics platforms.
Security
Hosting
Advertising
JavaScript libraries
JavaScript libraries
Maps
JavaScript libraries
Font scripts
JavaScript libraries
Programming languages
Appointment scheduling
Blogs
Canada
United KingdomFrequently asked questions
4.8
40,000 users
