


Wisepath Financial Group Revenue
Financial Services • Greensboro, North Carolina, United States • 11-20 Employees
Wisepath Financial Group revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Key Contact at Wisepath Financial Group
Jesse Andrews
Founder
Company overview
| Headquarters | 806 Green Valley Rd, Suite 200, Greensboro, North Carolina 27408, US |
| Phone number | +18449473728 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2017 |
| Employees | 11-20 |
| 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.
| Format | Example | Percentage |
|---|---|---|
{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
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.
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Security
Ecommerce
Tag managers
Hosting
JavaScript frameworks
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Miscellaneous
JavaScript libraries
Frequently asked questions
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