Wealthvest Revenue and Competitors

Bozeman, MT USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Wealthvest's estimated annual revenue is currently $39.3M per year.(i)
  • Wealthvest's estimated revenue per employee is $231,000

Employee Data

  • Wealthvest has 170 Employees.(i)
  • Wealthvest grew their employee count by -3% last year.

Wealthvest's People

NameTitleEmail/Phone
1
FounderReveal Email/Phone
2
Chief Investment StrategistReveal Email/Phone
3
VP, ControllerReveal Email/Phone
4
Regional VPReveal Email/Phone
5
VP Service and OperationsReveal Email/Phone
6
VP National AccountsReveal Email/Phone
7
VP Information TechnologyReveal Email/Phone
8
VP Information TechnologyReveal Email/Phone
9
VP National Accounts, BanksReveal Email/Phone
10
VP, OperationsReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$9.8M528%N/AN/A
#2
$8.1M4814%N/AN/A
#3
$9.8M528%N/AN/A
#4
$20.6M98-2%N/AN/A
#5
$34.2M1486%N/AN/A
#6
$20M956%N/AN/A
#7
$4.1M28-3%N/AN/A
#8
$110.8M4227%N/AN/A
#9
$26.3M125-2%N/AN/A
#10
$39.3M170-3%N/AN/A
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What Is Wealthvest?

WealthVest Marketing is a financial services distribution firm that specializes in high-quality fixed and fixed-index annuities. WealthVest's commitment to delivering innovative marketing tools, an unsurpassed support system, and intellectual capital help.

keywords:N/A

N/A

Total Funding

170

Number of Employees

$39.3M

Revenue (est)

-3%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Wealthvest News

2022-04-17 - Matt Peron of Janus Henderson Investors Gives a Market ...

WealthVest is a financial services firm specializing in the distribution of high-quality fixed and indexed annuity products from top-rated...

2022-04-13 - WealthVest: The Weekly Bull&Bear and Drawing Capital ...

WealthVest: The Weekly Bull&Bear and Drawing Capital release quarterly podcast episode ... BOZEMAN, Mt., April 14, 2022 /PRNewswire-PRWeb/ -- In...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$35M1772%N/A
#2
$48.8M1810%N/A
#3
$62.3M184N/AN/A
#4
$31.4M197-14%N/A
#5
$33.8M2059%N/A