Net Worth Strategies

Financial Software · Oregon, United States · 1-10 Employees

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Overview

Headquarters

62910 Riley Rd Ste 300, Bend, Oregon, 97...

Phone Number

(541) 383-3899

Revenue

<$5 Million

Industry

Financial Software Software
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Net Worth Strategies

Net Worth Strategies Inc. is a leading provider of software tools designed for financial advisors and equity compensation recipients to manage and diversify company stock and option holdings. Their flagship products, StockOpter.com and StockOpter Pro, offer comprehensive risk analysis and tax planning applications that facilitate informed decision-making regarding equity compensation. The company also provides educational resources through StockOpter University, which focuses on personal equity compensation management. Founded in 1999, Net Worth Strategies aims to enhance the financial advisory practice by attracting clients with concentrated stock positions.Explore more
Net Worth Strategies's Social MediaPopular SearchesNet Worth Strategies IncNet Worth StrategiesSIC Code 73,737NAICS Code 51,513Show more

Net Worth Strategies Org Chart

PhoneEmail
KP
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Vice President, Operations

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WR
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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Net Worth Strategies

<$5M
1-10
Private
-
1999
KP
Kellye PapeVice President, Operations
<$5M
11-50
Private
-
2003
<$5M
11-50
Private
<$5M
2001
N/A
<$5M
11-50
Private
<$5M
2010
RB
Robin BrewtonChief Operations Officer
<$5M
1-10
Private
-
1997
DD
Dee DiPietroFounder & CEO
<$5M
1-10
Private
-
1981
N/A
<$5M
11-50
Private
-
1985
JS
Jane SchuckVice President
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Company Profile Activity

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Among all Software companies

Low Activity

High Activity

Activity Insights

Net Worth Strategies is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

Net Worth Strategies is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Net Worth Strategies.

Net Worth Strategies Tech Stack

A closer look at the technologies used by Net Worth Strategies

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Frequently Asked Questions Regarding Net Worth Strategies

What is Net Worth Strategies's official website?
Net Worth Strategies's official website is www.networthstrategies.com
What is Net Worth Strategies's Revenue?
Net Worth Strategies's revenue is <$5 Million
What is Net Worth Strategies's SIC code?
Net Worth Strategies's SIC: 73,737
What is Net Worth Strategies's NAICS code?
Net Worth Strategies's NAICS: 51,513
How many employees does Net Worth Strategies have?
Net Worth Strategies has 1-10 employees
What industry does Net Worth Strategies belong to?
Net Worth Strategies is in the industry of: Financial Software, Software
What is Net Worth Strategies competition?
Net Worth Strategies top competitors include: The Clayton Wallis, Advanced-HR, Perspective Partners, Brentmark Software
What technology does Net Worth Strategies use?
Some of the popular technologies that Net Worth Strategies uses are: Google Cloud Web Serving, Google Cloud Platform
How do I contact Net Worth Strategies?
Net Worth Strategies contact info: Phone number: (541) 383-3899 Website: www.networthstrategies.com
What does Net Worth Strategies do?

Net Worth Strategies Inc. is a leading provider of software tools designed for financial advisors and equity compensation recipients to manage and diversify company stock and option holdings. Their flagship products, StockOpter.com and StockOpter Pro, offer comprehensive risk analysis and tax planning applications that facilitate informed decision-... making regarding equity compensation. The company also provides educational resources through StockOpter University, which focuses on personal equity compensation management. Founded in 1999, Net Worth Strategies aims to enhance the financial advisory practice by attracting clients with concentrated stock positions.Read More

What are Net Worth Strategies social media links?
Net Worth Strategies Linkedin page Net Worth Strategies Twitter page
Is Net Worth Strategies a public company?
Net Worth Strategies is private company therefore does not currently have an official ticker symbol
See more information about Net Worth Strategies

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