Unique Wealth Revenue and Competitors

Tampa, FL USA

Location

$0.225M

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Unique Wealth's total funding is $0.225M.

Employee Data

  • Unique Wealth has 15 Employees.(i)
  • Unique Wealth grew their employee count by 25% last year.

Unique Wealth's People

NameTitleEmail/Phone
1
Founder and CEOReveal Email/Phone
2
Partner and VP, Business and Estate StrategiesReveal Email/Phone
3
Director Financial PlanningReveal Email/Phone
4
Senior Portfolio ManagerReveal Email/Phone
5
Private Wealth PlannerReveal Email/Phone
6
Private Wealth PlannerReveal Email/Phone
7
Private Wealth PlannerReveal Email/Phone
8
Client Experience AssociateReveal Email/Phone
9
Senior Private Wealth AdvisorReveal Email/Phone
10
Senior Private Wealth PlannerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$5M307%N/AN/A
#2
$2.1M10-29%N/AN/A
#3
$43.2M153-2%N/AN/A
#4
$18.9M9018%$100MN/A
#5
$94.2M3186%N/AN/A
#6
N/A205%N/AN/A
#7
$19.7M9823%N/AN/A
#8
$42.7M18522%N/AN/A
#9
$0.2M20%N/AN/A
#10
$6.7M25-24%N/AN/A
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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

15

Number of Employees

N/A

Revenue (est)

25%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$1.3M15N/AN/A
#2
$2.4M150%N/A
#3
$1.4M16N/AN/A
#4
$1.4M167%N/A
#5
$4M160%N/A