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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 $5.2M 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 31 Employees.(i)
  • Wealth Financial Services and Tax Advisory grew their employee count by 29% last year.

Wealth Financial Services and Tax Advisory's People

NameTitleEmail/Phone
1
Director Client RelationsReveal Email/Phone
2
New Business ManagerReveal Email/Phone
3
Financial Advisor - Helping clients minimize stress and maximize life Reveal Email/Phone
4
ParaplannerReveal Email/Phone
5
Senior Advisor for Wealth Financial Services & Tax AdvisoryReveal Email/Phone
6
Financial AdvisorReveal Email/Phone
7
Financial AdvisorReveal Email/Phone
8
Investment Advisor Representative at Wealth Financial Services & Tax AdvisoryReveal Email/Phone
9
Licensed AgentReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$7.2M432%N/AN/A
#2
$11.3M60-2%N/AN/A
#3
$6.4M383%N/AN/A
#4
$3.5M24N/AN/AN/A
#5
$110M4197%N/AN/A
#6
$10.2M548%N/AN/A
#7
$5.7M34-23%N/AN/A
#8
$0.4M40%N/AN/A
#9
$6.9M4128%N/AN/A
#10
$14M749%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

31

Number of Employees

$5.2M

Revenue (est)

29%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$3.7M31-11%N/A
#2
$10.2M327%N/A
#3
$35M323%N/A
#4
$7.1M336%N/A
#5
$6.2M35-10%N/A