Wise Financial Revenue
Financial Services • 
Dunwoody, Georgia, United States • 51-100 Employees
Wise Financial revenue & valuation
| Annual revenue | $17,000,000 |
| Revenue per employee | $287,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $54,200,000 |
| Total funding | No funding |
Key Contacts at Wise Financial
Jeffrey Eckert
Co-Founder/Partner
Ryan Cullam
Executive Director
Patricia Haynes
Executive Director
Company overview
| Headquarters | 1050 Crown Pointe Pkwy, Suite 1700, Atlanta, Georgia 30338, US |
| Phone number | +15185845052 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Advising, Investments, Insurance Planning, Wealth Management, Estate And Trust Planning, Financial Planning, Small Business Planning, Tax-Reduction Strategies, Employer Sponsored Plans |
| Founded | 2017 |
| Employees | 51-100 |
| Socials |
Wise Financial Email Formats
Wise Financial uses 3 email formats. The most common is {first name}.{last name} (e.g., john.doe@wisefinancial.net), used 68.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@wisefinancial.net | 68.2% |
{first name}{last name} | johndoe@wisefinancial.net | 18.2% |
{first initial}.{last name} | j.doe@wisefinancial.net | 13.6% |
About Wise Financial
As an independent firm, we are committed to delivering comprehensive and unbiased advice. We adopt an educational approach to clarify the path towards achieving your goals. We prioritize building enduring relationships with our clients and providing continuous education and guidance. Whether you are entering the workforce, starting a new business, planning for retirement, or navigating uncertainties, our goal is to ensure that clients meet their unique needs. Securities and Investment Advisory Services are offered solely by Equity Services, Inc., Member FINRA/SIPC, One National Life Drive, Montpelier, VT 05604 (800) 344-7437. National Life Group is a trade name of National Life Insurance Company (NLIC), Montpelier, VT and its affiliates. Equity Services, Inc. is a Broker / Dealer affiliate of NLIC. Wise Financial LLC and all other entities are independent of Equity Services, Inc. Wise Financial is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct business in New York. TC139095(0124)3
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Wise Financial has 43 employees across 5 departments.
Departments
Number of employees
Funding Data
Wise Financial has never raised funding before.
Wise Financial Tech Stack
Discover the technologies and tools that power Wise Financial's digital infrastructure, from frameworks to analytics platforms.
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Search engines
Security
Maps
JavaScript libraries
CDN
JavaScript libraries
Marketing automation
Security
Analytics
Analytics
UI frameworks
Spain
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FranceFrequently asked questions
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