Prospero Wealth

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

7724 35th 15170 Ave NE, Seattle, Washing...

Phone Number

(971) 716-1991

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Prospero Wealth

Prospero Wealth is a financial planning and wealth management firm founded by former tech leaders, specializing in serving tech professionals. They offer fee-only services focused on concentrated stock strategies, tax-efficient planning, and comprehensive financial management. Their approach emphasizes personalized, actionable insights and ongoing communication to meet the unique needs of their clients. With a commitment to fiduciary responsibility, they provide a range of services including estate planning, investment advice, and financial coaching.Explore more
Prospero Wealth's Social MediaPopular SearchesProspero Wealth LLCProsperowealthSIC Code 62,628NAICS Code 52,523Show more

Prospero Wealth Org Chart

PhoneEmail
KS
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Prospero Wealth

<$5M
1-10
Private
-
2016
KS
Kathryn SchenkHead of Operations
$6.1M
1-10
Private
-
2006
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
1-10
Private
-
1985
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2015
N/A
<$5M
1-10
Private
-
2010
JU
John UnderhillFounder and CCO
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Prospero Wealth Tech Stack

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Frequently Asked Questions Regarding Prospero Wealth

What is Prospero Wealth's official website?
Prospero Wealth's official website is www.prosperowealth.com
What is Prospero Wealth's Revenue?
Prospero Wealth's revenue is <$5 Million
What is Prospero Wealth's SIC code?
Prospero Wealth's SIC: 62,628
What is Prospero Wealth's NAICS code?
Prospero Wealth's NAICS: 52,523
How many employees does Prospero Wealth have?
Prospero Wealth has 1-10 employees
What industry does Prospero Wealth belong to?
Prospero Wealth is in the industry of: Finance, Securities Trading
What is Prospero Wealth competition?
Prospero Wealth top competitors include: Acorn & Oak Wealth Management, Seymour Asset Management, Dogwood Investment Advisors, The Holben Group
What technology does Prospero Wealth use?
Some of the popular technologies that Prospero Wealth uses are: WordPress.org, NS1, Google Tag Manager, WordPress.com
How do I contact Prospero Wealth?
Prospero Wealth contact info: Phone number: (971) 716-1991 Website: www.prosperowealth.com
What does Prospero Wealth do?

Prospero Wealth is a financial planning and wealth management firm founded by former tech leaders, specializing in serving tech professionals. They offer fee-only services focused on concentrated stock strategies, tax-efficient planning, and comprehensive financial management. Their approach emphasizes personalized, actionable insights and ongoing... communication to meet the unique needs of their clients. With a commitment to fiduciary responsibility, they provide a range of services including estate planning, investment advice, and financial coaching.Read More

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

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