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Wise Financial Revenue and Competitors

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Clifton Park, NY

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Wise Financial's estimated annual revenue is currently $10.4M per year.(i)
  • Wise Financial's estimated revenue per employee is $182,368

Employee Data

  • Wise Financial has 57 Employees.(i)
  • Wise Financial grew their employee count by 24% last year.

Wise Financial's People

NameTitleEmail/Phone
1
Financial RepresentativeReveal Email/Phone
2
Financial RepresentativeReveal Email/Phone
3
Financial RepresentativeReveal Email/Phone
4
Financial AdvisorReveal Email/Phone
5
Financial RepresentativeReveal Email/Phone
6
Financial RepresentativeReveal Email/Phone
7
Financial Planning ConsultantReveal Email/Phone
8
Financial RepresentativeReveal Email/Phone
9
Financial RepresentativeReveal Email/Phone
10
Financial RepresentativeReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$1.8M11-8%N/AN/A
#2
$90M31912%N/AN/A
#3
$5.7M26-7%N/AN/A
#4
$449.5M15295%N/AN/A
#5
$26.9M14930%N/AN/A
#6
$7.9M403%N/AN/A
#7
$8.2M410%N/AN/A
#8
$81.6M311-1%N/AN/A
#9
$1.6M130%N/AN/A
#10
$135.2M515-16%N/AN/A
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What Is Wise Financial?

As an independent firm, we are committed to offering comprehensive and unbiased advice. Our educational approach takes the mystery out of saving toward your goals. We strive to build long-lasting relationships with our clients, offering ongoing education and guidance. Whether you're just entering the workforce, starting a new business, planning for retirement, or simply facing uncertainty- we strive to help ensure that our clients meet their unique needs. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 15 Fisher Lane, White Plains, NY 10603 (914) 428-4000 Wise Financial, LLC is independent of Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC) and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC.

keywords:N/A

N/A

Total Funding

57

Number of Employees

$10.4M

Revenue (est)

24%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$11.2M6718%N/A
#2
$8.8M7425%N/A
#3
$16.7M838%N/A
#4
$21.9M9013%N/A
#5
$20.9M95-14%N/A