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Wisepath Financial Group

Wisepath Financial Group Revenue

Financial ServicesFlag of USGreensboro, North Carolina, United States11-20 Employees

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Wisepath Financial Group revenue & valuation

Annual revenue$941,105
Revenue per employee$86,000
Estimated valuation?$3,100,000
Total fundingNo funding

Key Contact at Wisepath Financial Group

Flag of US

Jesse Andrews

Founder

Company overview

Headquarters806 Green Valley Rd, Suite 200, Greensboro, North Carolina 27408, US
Phone number+18449473728
Website
NAICS52
SIC628
Founded2017
Employees11-20
Socials

Wisepath Financial Group Email Formats

Wisepath Financial Group uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@wisepathgroup.com), used 40% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@wisepathgroup.com
40%
{first name}
john@wisepathgroup.com
40%
{first initial}
j@wisepathgroup.com
20%

About Wisepath Financial Group

Many individuals across the United States have a lifetime to plan for retirement. It's essential that your retirement income is designed to last, ensuring financial assistance for potential long-term care needs and leaving a substantial legacy for the generations to come. That's why we structure financial strategies to make your retirement stress-free. Most retirement strategies only focus on accumulating as much money as possible until retirement, not accounting for inflation and how much retirees need to spend for a comfortable life with or without long-term care. We use a different approach by making sure you could potentially increase your retirement income with the some guarantees, without any more out of pocket now. Instead of having to catch up, we want you to enjoy a smooth retirement without worrying about the money. We work closely with Elder and Estate Law Firms to help them protect client assets without necessarily triggering a taxable event or causing other legal complications. Wisepath Financial Group is authorized to conduct life insurance and securities business in NC and may be licensed in other states. Financial Professionals cannot conduct life insurance or securities business in states in which they are not licensed. Registered representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Wisepath Financial Group is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor. This communication is not a recommendation or endorsement of any product, service, security or issuer. Third party posts do not reflect the views of Wisepath Financial Group and have not been reviewed for completeness and accuracy. For additional information, refer to the following consumer websites: FINRA.org, SIPC.org.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Founder/Owner

Employees by Department

Wisepath Financial Group has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

Wisepath Financial Group has never raised funding before.

Wisepath Financial Group Tech Stack

Discover the technologies and tools that power Wisepath Financial Group's digital infrastructure, from frameworks to analytics platforms.

Google Workspace

Google Workspace

Email

Modernizr

Modernizr

JavaScript libraries

Lodash

Lodash

JavaScript libraries

reCAPTCHA

reCAPTCHA

Security

Squarespace Commerce

Squarespace Commerce

Ecommerce

Google Tag Manager

Google Tag Manager

Tag managers

GoDaddy

GoDaddy

Hosting

Stimulus

Stimulus

JavaScript frameworks

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

core-js

core-js

JavaScript libraries

Mailgun

Mailgun

Email

Frequently asked questions

Wisepath Financial Group is located in Greensboro, North Carolina, US.
You can reach Wisepath Financial Group at +18449473728.
Wisepath Financial Group generates an estimated annual revenue of $941,105. This revenue figure reflects the company's market position and business performance in its industry.
Wisepath Financial Group has an estimated valuation of $3,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Wisepath Financial Group was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.
Wisepath Financial Group has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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