Insight Wealth Strategies Revenue and Competitors
Estimated Revenue & Valuation
- Insight Wealth Strategies's estimated annual revenue is currently $3.7M per year.
- Insight Wealth Strategies's estimated revenue per employee is $147,000
Employee Data
- Insight Wealth Strategies has 25 Employees.
- Insight Wealth Strategies grew their employee count by -14% last year.
Insight Wealth Strategies's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Founder / Managing Partner | Reveal Email/Phone |
2 | Head People, Finance, and Office Operations/Director Client Services | Reveal Email/Phone |
3 | Director Operations/Marketing & Sales Manager/Senior Compliance Officer | Reveal Email/Phone |
4 | Portfolio Manager | Reveal Email/Phone |
5 | CERTIFIED FINANCIAL PLANNER™ | Reveal Email/Phone |
6 | Lead Advisor | Reveal Email/Phone |
7 | Partner, CERTIFIED FINANCIAL PLANNER™ Professional | Reveal Email/Phone |
8 | Associate Advisor | Reveal Email/Phone |
9 | Financial Planner/Investment Strategist | Reveal Email/Phone |
10 | Managing Partner | Reveal Email/Phone |
Insight Wealth Strategies Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $6.9M | 41 | -5% | N/A | N/A |
#2 | $42M | 182 | 1% | N/A | N/A |
#3 | $27.7M | 132 | -3% | N/A | N/A |
#4 | $6.4M | 38 | 3% | N/A | N/A |
#5 | $25.2M | 120 | 5% | N/A | N/A |
#6 | $36M | 156 | 8% | N/A | N/A |
#7 | $299.3M | 1018 | 37% | N/A | N/A |
#8 | $3.2M | 22 | 16% | N/A | N/A |
#9 | $5.4M | 32 | 3% | N/A | N/A |
#10 | $16.6M | 79 | N/A | N/A | N/A |
What Is Insight Wealth Strategies?
Insight Wealth Strategies is dedicated to helping our San Ramon, Livermore, and Point Richmond, CA and Houston, TX clients define and create a plan to reach their financial goals. We pride ourselves on delivering objective, strategic, and prudent advice designed to help our clients accumulate, protect and transfer wealth. Insight Wealth Strategies was founded in 2002 by David Chazin, the Managing Partner and a fee-based financial planner. Over the years Insight has grown to include 8 planners across six locations in order to better meet the needs of our clients. Our expertise in comprehensive financial planning includes retirement planning, estate planning strategies, wealth management, risk management, life event planning and business succession planning. The Insight Wealth Strategies approach is based on understanding your objectives. We provide fee-based customized financial services to deliver a comprehensive financial plan based on your objectives. Our focus is to help you create the plan that's right for you.
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Total Funding
25
Number of Employees
$3.7M
Revenue (est)
-14%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Insight Wealth Strategies News
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Other Companies in San Ramon
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $2.5M | 25 | 9% | N/A |
#2 | $4.3M | 25 | 4% | N/A |
#3 | $2.5M | 25 | -32% | N/A |
#4 | $1.8M | 25 | 0% | N/A |
#5 | $2.5M | 25 | 4% | N/A |