Conte Wealth

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

2009 Market St, Camp Hill, Pennsylvania,...

Phone Number

(717) 975-8800

Revenue

$6.4 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
2
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About Conte Wealth

Conte Wealth Advisors provides personalized financial planning and comprehensive solutions tailored to the unique needs of their clients. They serve a diverse clientele, including individuals, families, business owners, retirement plan sponsors, and state and government employees. The firm emphasizes a client-centric approach, focusing on enhancing wealth, protecting assets, and fortifying legacies through strategic financial advice. With a commitment to integrity and flexibility, Conte Wealth Advisors aims to deliver a comfortable and supportive client experience throughout every stage of life.Explore more
Conte Wealth's Social MediaPopular SearchesConte WealthConte Wealth Advisors LLCConte Wealth AdvisorsContewealth1423 E Market LLCSIC Code 62,628NAICS Code 52,523Show more

Conte Wealth Org Chart

PhoneEmail
JH
United States flag for contact location.

Managing Director, Wealth Strategies

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JM
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Manager, Wealth

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JW
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Manager, Abs & Mbs Risk

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Compare Similar Companies to Conte Wealth

Compare insights from companies similar to Conte Wealth, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Conte Wealth

$6.4M
11-50
Private
-
2009
JH
Joseph HenriquesManaging Director, Wealth Strategies
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
$6M
11-50
Private
<$5M
1982
AS
Ashwin ShahController
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
11-50
Private
-
1950
<$5M
1-10
Private
-
1998
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Conte Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Conte Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Conte Wealth.

Conte Wealth Tech Stack

A closer look at the technologies used by Conte Wealth

Most Recent Scoops

Project
, according to a front-line source in financial planning, began leveraging AI-driven automated bookkeeping and data entry within the last three to six months.
Automation, Financial Planning, Artificial Intelligence, Finance, Financial Strategy
Project
, according to a front-line source in financial planning, is planning to leverage AI-driven workflow automation over the next three to six months.
Automation, Financial Planning, Artificial Intelligence, Finance, Financial Strategy
Project
, according to a front-line source in financial planning, has completed initiatives related to financial reporting within the last twelve months.
Accounting, Financial Planning, Financial Reporting, Finance, Financial Strategy
Project
, according to a front-line source in financial planning, has completed initiatives related to data storage and management within the last twelve months.
Data Center, Storage, Database, Infrastructure, Data Management, Financial Planning, Data Warehousing, Finance, Financial Strategy
Project
Financial Planning, Forecasting, Artificial Intelligence, Finance, Financial Strategy
See more scoops

Conte Wealth News & Media

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Frequently Asked Questions Regarding Conte Wealth

What is Conte Wealth's official website?
Conte Wealth's official website is www.contewealth.com
What is Conte Wealth's Revenue?
Conte Wealth's revenue is $6.4 Million
What is Conte Wealth's SIC code?
Conte Wealth's SIC: 62,628
What is Conte Wealth's NAICS code?
Conte Wealth's NAICS: 52,523
How many employees does Conte Wealth have?
Conte Wealth has 11-50 employees
What industry does Conte Wealth belong to?
Conte Wealth is in the industry of: Finance, Securities Trading
What is Conte Wealth competition?
Conte Wealth top competitors include: Morgan Financial, Sterling Total Wealth Solutions, Selkirk Wealth Advisors, Bay Financial Associates
What technology does Conte Wealth use?
Some of the popular technologies that Conte Wealth uses are: goo.gl, WordPress.org, PHP, Google AdSense
How do I contact Conte Wealth?
Conte Wealth contact info: Phone number: (717) 975-8800 Website: www.contewealth.com
What does Conte Wealth do?

Conte Wealth Advisors provides personalized financial planning and comprehensive solutions tailored to the unique needs of their clients. They serve a diverse clientele, including individuals, families, business owners, retirement plan sponsors, and state and government employees. The firm emphasizes a client-centric approach, focusing on enhancing... wealth, protecting assets, and fortifying legacies through strategic financial advice. With a commitment to integrity and flexibility, Conte Wealth Advisors aims to deliver a comfortable and supportive client experience throughout every stage of life.Read More

What are Conte Wealth social media links?
Conte Wealth Linkedin page Conte Wealth Facebook page
Is Conte Wealth a public company?
Conte Wealth is private company therefore does not currently have an official ticker symbol
See more information about Conte Wealth

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