Wise Wealth Revenue

Financial Services • Lees Summit, Missouri, United States • 11-20 Employees

Wise Wealth revenue & valuation

Annual revenue	$1,283,325
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$4,200,000
Total funding	No funding

Key Contacts at Wise Wealth

Hannah Noel

Director Of Operations

Becca Ollar

Director Of Tax Services

Wise Wealth

Marketing Director

Brooke Arnold

Director Of Client Services

Company overview

Headquarters	11 SE 2nd St, Lees Summit, Missouri 64063, US
Phone number	+18162469473
Website	wisewealth.com
NAICS	52
Keywords	Wealth Management, Financial Education, Financial Planning, Long-Term Care, Workplace Financial Education, Annuities), Insurance (Life
Founded	2007
Employees	11-20
Socials

Wise Wealth Email Formats

Wise Wealth uses 3 email formats. The most common is {first initial} (e.g., j@wisewealth.com), used 60% of the time.

Format	Example	Percentage
{first initial}	j@wisewealth.com	60%
{first name}	john@wisewealth.com	30%
{last name}	doe@wisewealth.com	10%

About Wise Wealth

Wise Wealth, LLC is an independent, full-service, education-based, wealth management firm serving the greater KC metro area. Our firm name, Wise Wealth, is rooted in a timeless principle from the book of Proverbs and reflects our core values. We prioritize education and goal alignment when making recommendations, valuing both return on investment and return on life. Our slogan is “First Wisdom, Then Wealth” and we aim to create customized retirement plans based on your specific needs and goals. We strive to eliminate uncertainties and consider all the risks while creating a plan that provides you with the lifestyle you desire in retirement with maximum peace of mind. Our mission is to guide families on a path that makes work optional and to design a plan that empowers the freedom to give, serve, and enjoy life like never before. #GSEL Connect with us! www.wisewealth.com 816.246.WISE (9473) YouTube.com/@SimplifyYourRetirement

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Director

Entry

C-Suite

Employees by Department

Wise Wealth has 5 employees across 2 departments.

Departments

Number of employees

Funding Data

Wise Wealth has never raised funding before.

Wise Wealth Tech Stack

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

reCAPTCHA

Security

SiteGround

Hosting

Google Maps

Maps

Hello Elementor

WordPress themes

Elementor

Page builders

Wistia

Video players

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

Yoast SEO

SEO

Frequently asked questions

Wise Wealth is located in Lees Summit, Missouri, US.

You can reach Wise Wealth at +18162469473.

Wise Wealth generates an estimated annual revenue of $1,283,325. This revenue figure reflects the company's market position and business performance in its industry.

Wise Wealth has an estimated valuation of $4,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Wise Wealth was founded in 2007, making it 19 years old. The company has established itself as a significant player in its industry over this time.

Wise Wealth has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.