Insight Wealth Strategies Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Insight Wealth Strategies's estimated annual revenue is currently $4.3M per year.(i)
  • Insight Wealth Strategies's estimated revenue per employee is $147,000

Employee Data

  • Insight Wealth Strategies has 29 Employees.(i)
  • Insight Wealth Strategies grew their employee count by 0% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$7.2M430%N/AN/A
#2
$41.8M18119%N/AN/A
#3
$28.6M13632%N/AN/A
#4
$6.2M3719%N/AN/A
#5
$22.5M10718%N/AN/A
#6
$36M1568%N/AN/A
#7
$299.3M101837%N/AN/A
#8
$2M16-38%N/AN/A
#9
$4.3M29-6%N/AN/A
#10
$16.6M79N/AN/AN/A
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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

29

Number of Employees

$4.3M

Revenue (est)

0%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Insight Wealth Strategies News

2022-04-17 - WD-40 Expected to Post FY2025 Earnings of $7.55 Per Share ...

Insight Wealth Strategies LLC now owns 1,230 shares of the specialty chemicals company's stock worth $225,000 after buying an additional 68...

2022-04-13 - INSIGHT PARTNERS AND PARTNERS GROUP TO MAKE A ...

"We welcome our new strategic investment partners, Insight and Partners ... wealth funds, family offices and private individuals globally.

2022-04-06 - Short Interest in First Trust Municipal High Income ETF ...

Insight Wealth Strategies LLC now owns 8,636 shares of the company's stock worth $482,000 after purchasing an additional 2,815 shares during the...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$2.9M290%N/A
#2
N/A29N/AN/A
#3
$4.5M29-12%N/A
#4
$3.6M3115%N/A
#5
$7.8M31-16%N/A