WealthSource Partners Revenue and Competitors
Estimated Revenue & Valuation
- WealthSource Partners's estimated annual revenue is currently $11.5M per year.
- WealthSource Partners's estimated revenue per employee is $189,000
Employee Data
- WealthSource Partners has 61 Employees.
- WealthSource Partners grew their employee count by -9% last year.
WealthSource Partners's People
| Name | Title | Email/Phone |
|---|---|---|
1 | CEO | Reveal Email/Phone |
2 | Executive / Co-Founder | Reveal Email/Phone |
3 | Chief Operating Officer | Reveal Email/Phone |
4 | Chief Financial Officer | Reveal Email/Phone |
5 | Principal - Chief Strategy Officer | Reveal Email/Phone |
6 | Chief Technology Officer | Reveal Email/Phone |
7 | Chief Staff | Reveal Email/Phone |
8 | President & CMO | Reveal Email/Phone |
9 | Head Advisor Success | Reveal Email/Phone |
10 | Mountain West Regional Manager | Reveal Email/Phone |
WealthSource Partners 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 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
61
Number of Employees
$11.5M
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 | $5.6M | 62 | 29% | N/A |
#2 | $19M | 64 | 10% | N/A |
#3 | $13.1M | 64 | 16% | N/A |
#4 | $15.8M | 65 | 12% | N/A |
#5 | $15.8M | 65 | 20% | N/A |