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Wealthquest Revenue and Competitors

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Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Wealthquest's estimated annual revenue is currently $7.9M per year.(i)
  • Wealthquest's estimated revenue per employee is $168,000

Employee Data

  • Wealthquest has 47 Employees.(i)
  • Wealthquest grew their employee count by 9% last year.

Wealthquest's People

NameTitleEmail/Phone
1
CEOReveal Email/Phone
2
Chief Operating OfficerReveal Email/Phone
3
VPReveal Email/Phone
4
Director Client ExperienceReveal Email/Phone
5
Director Financial PlanningReveal Email/Phone
6
Director Client ServicesReveal Email/Phone
7
Director Financial PlanningReveal Email/Phone
8
Operations ManagerReveal Email/Phone
9
Wealth Management AdvisorReveal Email/Phone
10
Wealth Management AdvisorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$5.9M3513%N/AN/A
#2
$5.2M317%N/AN/A
#3
$6.9M418%N/AN/A
#4
$10.6M560%N/AN/A
#5
$2.4M230%$24MN/A
#6
$98.7M37646%N/AN/A
#7
$21M1002%N/AN/A
#8
$5.4M323%N/AN/A
#9
$11.5M61-8%N/AN/A
#10
$12.5M668%N/AN/A
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What Is Wealthquest?

At Wealthquest Corporation, we have built our firm on the concept of providing a comprehensive approach to wealth management. Wealthquest Corporation is a fee-based Registered Investment Adviser. We bring expertise in the areas of investment management, financial planning, estate planning, and tax advice under one roof and for one all-inclusive cost. Our team of experts holds the most highly regarded designations in each of these respective disciplines; the Certified Financial PlannerTM (CFP®), Chartered Financial Analyst® (CFA®), and Certified Public Accountant (CPA) marks. Our philosophy is simple: One team, sharing information, creating a comprehensive plan for our client's financial future.This multi-faceted expertise and coordinated approach provides our clients the peace of mind that comes from knowing that their wealth is being managed with vision, integrity, and purpose.

keywords:N/A

N/A

Total Funding

47

Number of Employees

$7.9M

Revenue (est)

9%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$1.7M479%N/A
#2
$3.5M4718%N/A
#3
$9M477%N/A
#4
$7.9M477%N/A
#5
$12.1M47-13%N/A