Wingate Wealth Advisors Revenue and Competitors
Estimated Revenue & Valuation
- Wingate Wealth Advisors's estimated annual revenue is currently $5.9M per year.
- Wingate Wealth Advisors's estimated revenue per employee is $168,000
Employee Data
- Wingate Wealth Advisors has 35 Employees.
- Wingate Wealth Advisors grew their employee count by 3% last year.
Wingate Wealth Advisors's People
| Name | Title | Email/Phone |
|---|---|---|
1 | VP and Owner | Reveal Email/Phone |
2 | Chief Operating Officer | Reveal Email/Phone |
3 | Compliance Officer | Reveal Email/Phone |
4 | Portfolio Manager | Reveal Email/Phone |
5 | Operations Team Leader | Reveal Email/Phone |
6 | Partner, Senior Financial Advisor | Reveal Email/Phone |
7 | Partner and Financial Advisor | Reveal Email/Phone |
8 | Financial Consultant | Reveal Email/Phone |
9 | Partner / Financial Advisor | Reveal Email/Phone |
10 | System Administrator | Reveal Email/Phone |
Wingate Wealth Advisors Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $38.3M | 166 | 0% | N/A | N/A |
#2 | $121.5M | 463 | 6% | N/A | N/A |
#3 | $4.3M | 29 | 21% | N/A | N/A |
#4 | $13.6M | 72 | 80% | N/A | N/A |
#5 | $7.9M | 47 | -27% | N/A | N/A |
#6 | $7.2M | 43 | 8% | N/A | N/A |
#7 | $48M | 208 | 8% | N/A | N/A |
#8 | $164.9M | 0 | N/A | N/A | N/A |
#9 | $147M | 560 | -5% | N/A | N/A |
#10 | $64.7M | 280 | 3% | N/A | N/A |
What Is Wingate Wealth Advisors?
Wingate Wealth Advisors is an independent, fee only, wealth management and financial planning organization dedicated to serving the personal financial needs of individuals and families. Since 1986, we have been providing financial guidance that is objective, individualized and timely. Our integrated approach begins with financial planning to ensure your investment plan is aligned with your particular needs, goals and circumstances. Plus, we’ll meet and talk with you often to ensure it stays that way even as your life changes. At Wingate, we help our clients "Plan for the Expected and Prepare for the Unexpected"
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Total Funding
35
Number of Employees
$5.9M
Revenue (est)
3%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in Lexington
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $3.5M | 35 | 3% | N/A |
#2 | $6.2M | 35 | 6% | N/A |
#3 | $7.6M | 35 | 35% | N/A |
#4 | $8.1M | 35 | 9% | N/A |
#5 | $6.8M | 35 | -10% | N/A |