Reshape Wealth

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

101 Hudson St Ste 2100, Jersey City, New...

Phone Number

(646) 626-7902

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
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May
ZI Rank
1
1
2
1
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1

About Reshape Wealth

Reshape Wealth is an independent investment planning firm that offers personalized wealth management solutions, combining core investment portfolios with access to institutional quality investments, income-producing real estate, and private companies. The firm provides comprehensive financial planning, wealth management, and innovative investment strategies tailored for individuals, families, business owners, executives, and institutions. Reshape Wealth aims to democratize access to high-quality investment opportunities that were traditionally available only to the wealthiest investors. With a focus on leveraging cutting-edge technology and emerging investment ideas, Reshape Wealth is dedicated to helping clients achieve their financial goals.Explore more
Reshape Wealth's Social MediaPopular SearchesReshape Wealth LLCReshape WealthWealth LLCReshapewealthReshape® WealthSIC Code 62,628NAICS Code 52,523Show more

Reshape Wealth Org Chart

PhoneEmail
ER
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Chief Technology Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Reshape Wealth

<$5M
1-10
Private
-
2017
ER
Edward RobertsonChief Technology Officer
$7.6M
11-50
Private
-
1962
JB
James BoneTeam Member
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2014
RS
Richard SchooleyFinancial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Reshape Wealth Tech Stack

A closer look at the technologies used by Reshape Wealth

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Frequently Asked Questions Regarding Reshape Wealth

What is Reshape Wealth's official website?
Reshape Wealth's official website is www.reshapewealth.com
What is Reshape Wealth's Revenue?
Reshape Wealth's revenue is <$5 Million
What is Reshape Wealth's SIC code?
Reshape Wealth's SIC: 62,628
What is Reshape Wealth's NAICS code?
Reshape Wealth's NAICS: 52,523
How many employees does Reshape Wealth have?
Reshape Wealth has 1-10 employees
What industry does Reshape Wealth belong to?
Reshape Wealth is in the industry of: Finance, Securities Trading
What is Reshape Wealth competition?
Reshape Wealth top competitors include: Dogwood Wealth Advisors, Focus Financial Network, Eppolito Financial Strategies, Stockade Wealth Management
What technology does Reshape Wealth use?
Some of the popular technologies that Reshape Wealth uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
Who is the CTO of Reshape Wealth?
Reshape Wealth's CTO is Edward Robertson
How do I contact Reshape Wealth?
Reshape Wealth contact info: Phone number: (646) 626-7902 Website: www.reshapewealth.com
What does Reshape Wealth do?

Reshape Wealth is an independent investment planning firm that offers personalized wealth management solutions, combining core investment portfolios with access to institutional quality investments, income-producing real estate, and private companies. The firm provides comprehensive financial planning, wealth management, and innovative investment s... trategies tailored for individuals, families, business owners, executives, and institutions. Reshape Wealth aims to democratize access to high-quality investment opportunities that were traditionally available only to the wealthiest investors. With a focus on leveraging cutting-edge technology and emerging investment ideas, Reshape Wealth is dedicated to helping clients achieve their financial goals.Read More

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

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