WealthSource Partners Revenue and Competitors
Estimated Revenue & Valuation
- WealthSource Partners's estimated annual revenue is currently $13.8M per year.
- WealthSource Partners's estimated revenue per employee is $189,000
Employee Data
- WealthSource Partners has 73 Employees.
- WealthSource Partners grew their employee count by -9% last year.
WealthSource Partners's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Executive / Co-Founder | Reveal Email/Phone |
2 | VP Advisory Services | Reveal Email/Phone |
3 | Wealth Manager | Reveal Email/Phone |
4 | Senior Relationship Manager | Reveal Email/Phone |
5 | Executive Support Specialist | Reveal Email/Phone |
6 | Managing Wealth Advisor | Reveal Email/Phone |
7 | Associate Wealth Advisor | Reveal Email/Phone |
WealthSource Partners Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $6.9M | 41 | 0% | N/A | N/A |
#2 | $37.7M | 163 | -10% | N/A | N/A |
#3 | $36.5M | 158 | -3% | N/A | N/A |
#4 | $6.9M | 41 | 11% | $101M | N/A |
#5 | $33.3M | 144 | 5% | N/A | N/A |
#6 | $43.2M | 187 | 8% | N/A | N/A |
#7 | $359.3M | 1222 | 37% | N/A | N/A |
#8 | $3.5M | 24 | 9% | N/A | N/A |
#9 | $6.4M | 38 | 3% | N/A | N/A |
#10 | $20M | 95 | N/A | N/A | N/A |
What Is WealthSource Partners?
WealthSource was founded on the idea that there must be a way to deliver powerful technology and sophisticated investment solutions to financial advisors and their clients. We believe our combination of cloud-based infrastructure, a fantastic support team (mid & back office support as well as all compliance), innovative investment solutions, and competitive payouts give our advisors the best of institutional-level support and independence. WealthSource provides partnership and acquisition opportunities for both independent advisors and those looking to make the jump from a wirehouse. Contact us today and find out how WealthSource could help you scale your practice, boost revenue, and free up your time.
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Total Funding
73
Number of Employees
$13.8M
Revenue (est)
-9%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in San Luis Obispo
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $9.7M | 74 | 4% | N/A |
#2 | $11.4M | 76 | 3% | N/A |
#3 | $20.5M | 76 | -21% | N/A |
#4 | $19.3M | 76 | 12% | N/A |
#5 | $14.4M | 80 | 14% | N/A |