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Wealth Financial Services and Tax Advisory Revenue and Competitors

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Chicago, IL USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Wealth Financial Services and Tax Advisory's estimated annual revenue is currently $6.2M per year.(i)
  • Wealth Financial Services and Tax Advisory's estimated revenue per employee is $168,000

Employee Data

  • Wealth Financial Services and Tax Advisory has 37 Employees.(i)
  • Wealth Financial Services and Tax Advisory grew their employee count by 28% last year.

Wealth Financial Services and Tax Advisory's People

NameTitleEmail/Phone
1
Chief Operating OfficerReveal Email/Phone
2
Director Client RelationsReveal Email/Phone
3
New Business ManagerReveal Email/Phone
4
Financial Advisor - Providing Financial Leadership in this ever changing worldReveal Email/Phone
5
Client Service SpecialistReveal Email/Phone
6
Senior Advisor for Wealth Financial Services & Tax AdvisoryReveal Email/Phone
7
Financial AdvisorReveal Email/Phone
8
Financial AdvisorReveal Email/Phone
9
Investment Advisor Representative at Wealth Financial Services & Tax AdvisoryReveal Email/Phone
10
Licensed AgentReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$10M5323%N/AN/A
#2
$1.8M1440%N/AN/A
#3
$6.4M380%N/AN/A
#4
$4.3M29N/AN/AN/A
#5
$129.2M49217%N/AN/A
#6
$10.2M540%N/AN/A
#7
$5.9M353%N/AN/A
#8
$0.5M525%N/AN/A
#9
$8.2M4929%N/AN/A
#10
$16.4M785%N/AN/A
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What Is Wealth Financial Services and Tax Advisory?

Financial Planning & Tax Planning - Teaching our clients to use tax efficent strategies to get our clients closer or at the 0% tax bracket.

keywords:N/A

N/A

Total Funding

37

Number of Employees

$6.2M

Revenue (est)

28%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$6.2M37-5%N/A
#2
$6.5M37-5%N/A
#3
$6.4M383%N/A
#4
$35M393%N/A
#5
$8.4M398%N/A