HelpUThrive Financial Wellness

Finance · Wisconsin, United States · 11-50 Employees

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Overview

Headquarters

325 N Corporate Dr Ste 120, Brookfield, ...

Phone Number

(414) 369-6620

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About HelpUThrive Financial Wellness

UThrive is a financial planning company based in Brookfield, WI, specializing in personalized financial advice for a diverse clientele including college graduates, young professionals, business owners, and retirees. The company aims to provide financial wellness resources and education, particularly focusing on young professionals and their unique challenges. UThrive also offers a workplace financial wellness program to help employers attract and retain talent by addressing the financial well-being of their employees. Utilizing technology, UThrive enables clients to monitor and track their financial goals effectively.Explore more
HelpUThrive Financial Wellness's Social MediaPopular SearchesHelpUThrive Financial WellnessU Thrivehelputhrive.comSIC Code 62,628NAICS Code 52,523Show more

HelpUThrive Financial Wellness Org Chart

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JG
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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

HelpUThrive Financial Wel...

<$5M
11-50
Private
-
-
JG
Jacob GustafsonFinancial Advisor
$5.3M
11-50
Private
-
1996
SB
Sam BowersDirector, Client Services
<$5M
11-50
Private
-
2012
RT
Ralph TiteChief Financial Officer
<$5M
1-10
Private
-
2014
Theresa Mahoney, Chief Marketing Officer at The Bridgeway Group
Theresa MahoneyChief Marketing Officer
<$5M
1-10
Private
-
2023
MG
Martha GannonLicensed Paraplanner
<$5M
1-10
Private
-
1992
<$5M
1-10
Private
-
2004
JG
Jacob GoldFounder & President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

HelpUThrive Financial Wellness is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

HelpUThrive Financial Wellness Tech Stack

A closer look at the technologies used by HelpUThrive Financial Wellness

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Frequently Asked Questions Regarding HelpUThrive Financial Wellness

What is HelpUThrive Financial Wellness's official website?
HelpUThrive Financial Wellness's official website is www.helputhrive.com
What is HelpUThrive Financial Wellness's Revenue?
HelpUThrive Financial Wellness's revenue is <$5 Million
What is HelpUThrive Financial Wellness's SIC code?
HelpUThrive Financial Wellness's SIC: 62,628
What is HelpUThrive Financial Wellness's NAICS code?
HelpUThrive Financial Wellness's NAICS: 52,523
How many employees does HelpUThrive Financial Wellness have?
HelpUThrive Financial Wellness has 11-50 employees
What industry does HelpUThrive Financial Wellness belong to?
HelpUThrive Financial Wellness is in the industry of: Finance, Securities Trading
What is HelpUThrive Financial Wellness competition?
HelpUThrive Financial Wellness top competitors include: Jacob Gold & Associates, Comprehensive Financial Associates, Prosperion Financial Advisors, The Bridgeway Group
What technology does HelpUThrive Financial Wellness use?
Some of the popular technologies that HelpUThrive Financial Wellness uses are: goo.gl, Google Universal Analytics, Microsoft 365, GoDaddy DNS
How do I contact HelpUThrive Financial Wellness?
HelpUThrive Financial Wellness contact info: Phone number: (414) 369-6620 Website: www.helputhrive.com
What does HelpUThrive Financial Wellness do?

UThrive is a financial planning company based in Brookfield, WI, specializing in personalized financial advice for a diverse clientele including college graduates, young professionals, business owners, and retirees. The company aims to provide financial wellness resources and education, particularly focusing on young professionals and their unique... challenges. UThrive also offers a workplace financial wellness program to help employers attract and retain talent by addressing the financial well-being of their employees. Utilizing technology, UThrive enables clients to monitor and track their financial goals effectively.Read More

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

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