Unique Wealth Revenue and Competitors
Estimated Revenue & Valuation
- Unique Wealth's estimated annual revenue is currently $2.3M per year.
- Unique Wealth's estimated revenue per employee is $126,000
- Unique Wealth's total funding is $0.225M.
Employee Data
- Unique Wealth has 18 Employees.
- Unique Wealth grew their employee count by 29% last year.
Unique Wealth's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Founder and CEO | Reveal Email/Phone |
2 | Partner and VP, Business and Estate Strategies | Reveal Email/Phone |
3 | Director Financial Planning | Reveal Email/Phone |
4 | Senior Portfolio Manager | Reveal Email/Phone |
5 | Private Wealth Planner | Reveal Email/Phone |
6 | Private Wealth Planner | Reveal Email/Phone |
7 | Private Wealth Planner | Reveal Email/Phone |
8 | Client Experience Associate | Reveal Email/Phone |
9 | Senior Private Wealth Advisor | Reveal Email/Phone |
10 | Senior Private Wealth Planner | Reveal Email/Phone |
Unique Wealth Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $6M | 36 | 6% | N/A | N/A |
#2 | $1.5M | 12 | -29% | N/A | N/A |
#3 | $42.5M | 184 | -2% | N/A | N/A |
#4 | $20M | 95 | 19% | $100M | N/A |
#5 | $100.3M | 382 | 6% | N/A | N/A |
#6 | $24.8M | 118 | 23% | N/A | N/A |
#7 | $51.3M | 222 | 22% | N/A | N/A |
#8 | $0.2M | 2 | 0% | N/A | N/A |
#9 | $5M | 30 | -25% | N/A | N/A |
#10 | $12.4M | 68 | -13% | $75M | N/A |
What Is Unique Wealth?
Unique Wealth, an independent registered investment advisor, works exclusively with successful individuals and business owners who are retired or considering retirement in the near future and yearn for a trusted partner to guide them towards their goals. Based in Tampa, our highly experienced team has earned many relevant industry certifications, but none are as important as the appreciation we earn every day by caring so much for our clients. Understanding their concerns about the future, their retirement years and their legacies, we offer our expertise in providing comprehensive financial planning and organizing their financial affairs. We focus on delivering peace of mind, reassurance and confidence.
keywords:N/A
$0.225M
Total Funding
18
Number of Employees
$2.3M
Revenue (est)
29%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in Clearwater
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $1.6M | 18 | -5% | N/A |
#2 | $1.6M | 18 | N/A | N/A |
#3 | $1.6M | 18 | 64% | N/A |
#4 | $2.9M | 19 | 12% | N/A |
#5 | $1.7M | 19 | -42% | N/A |