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WealthSource Partners Revenue and Competitors

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San Luis Obispo, CA USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • WealthSource Partners's estimated annual revenue is currently $11.5M per year.(i)
  • WealthSource Partners's estimated revenue per employee is $189,000

Employee Data

  • WealthSource Partners has 61 Employees.(i)
  • WealthSource Partners grew their employee count by -9% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$6.9M41-5%N/AN/A
#2
$42M1821%N/AN/A
#3
$27.7M132-3%N/AN/A
#4
$6.4M383%N/AN/A
#5
$25.2M1205%N/AN/A
#6
$36M1568%N/AN/A
#7
$299.3M101837%N/AN/A
#8
$3.2M2216%N/AN/A
#9
$5.4M323%N/AN/A
#10
$16.6M79N/AN/AN/A
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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.

keywords:N/A

N/A

Total Funding

61

Number of Employees

$11.5M

Revenue (est)

-9%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$5.6M6229%N/A
#2
$19M6410%N/A
#3
$13.1M6416%N/A
#4
$15.8M6512%N/A
#5
$15.8M6520%N/A