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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 $10.6M per year.(i)
  • Wealthquest's estimated revenue per employee is $189,000

Employee Data

  • Wealthquest has 56 Employees.(i)
  • Wealthquest grew their employee count by 8% 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
$10M5351%N/AN/A
#2
$5.4M323%N/AN/A
#3
$8.2M497%N/AN/A
#4
$10.4M55-2%N/AN/A
#5
$2.5M240%$24MN/A
#6
$118.4M45145%N/AN/A
#7
$23.5M11212%N/AN/A
#8
$6.4M3819%N/AN/A
#9
$13.8M73-8%N/AN/A
#10
$13.4M718%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

56

Number of Employees

$10.6M

Revenue (est)

8%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$9.1M5612%N/A
#2
$12.8M56143%N/A
#3
$3.5M568%N/A
#4
$16.8M5627%$10M
#5
$9.1M56-8%N/A