Wealth Management Workshop Revenue and Competitors
Estimated Revenue & Valuation
- Wealth Management Workshop's estimated annual revenue is currently $13.8M per year.
- Wealth Management Workshop's estimated revenue per employee is $189,000
Employee Data
- Wealth Management Workshop has 73 Employees.
- Wealth Management Workshop grew their employee count by 217% last year.
Wealth Management Workshop's People
| Name | Title | Email/Phone |
|---|
Wealth Management Workshop Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $62.1M | 269 | N/A | N/A | N/A |
#2 | $25.4M | 121 | 7% | N/A | N/A |
#3 | $6.7M | 40 | 5% | N/A | N/A |
#4 | $11.2M | 59 | 0% | N/A | N/A |
#5 | $47.6M | 206 | 5% | N/A | N/A |
#6 | $0.1M | 3 | 0% | $1.5M | N/A |
#7 | $36.5M | 158 | 15% | N/A | N/A |
#8 | $11.3M | 60 | 0% | N/A | N/A |
#9 | $7.1M | 42 | 0% | N/A | N/A |
#10 | $12.1M | 64 | -4% | N/A | N/A |
What Is Wealth Management Workshop?
The Wealth Management Workshop prepares students for careers in financial planning and wealth management. Specifically, it prepares students to take the Certified Financial Planner (CFP®) certification, which is the key gateway to such a career. Workshop members also receive professional development opportunities, including guidance and training with Kelley School of Business alumni and other professionals in the field. These professionals are in industries where the Workshop training is in high demand such as banks, insurance companies, brokerage house, and financial planning firms.
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Total Funding
73
Number of Employees
$13.8M
Revenue (est)
217%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in Bloomington
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $9.5M | 75 | -15% | $2.9M |
#2 | $17.1M | 75 | N/A | N/A |
#3 | $9.8M | 75 | 4% | N/A |
#4 | $14.4M | 75 | -28% | $100M |
#5 | $18.2M | 75 | 27% | N/A |