River Tree Wealth Management

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

7700 Rivers Edge Dr Ste 200, Columbus, O...

Phone Number

(614) 279-8267

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About River Tree Wealth Management

River Tree Wealth Management, located in Columbus, OH, is an office of Northwestern Mutual that specializes in creating custom wealth management plans aimed at providing lasting financial peace of mind. The firm serves a diverse clientele, including individuals and families seeking guidance through various life stages, from career growth to legacy planning. With a multigenerational team and the backing of a Fortune 100 company, they offer personalized financial strategies and unwavering support. Recognized nationally for their excellence, River Tree Wealth Management is committed to helping clients navigate their financial journeys confidently.Explore more
River Tree Wealth Management's Social MediaPopular SearchesRiver Tree Wealth Managementrivertree-wealth.comRiver Tree Wealth Management - Northwestern MutualSIC Code 62,628NAICS Code 52,523Show more

River Tree Wealth Management Org Chart

PhoneEmail
AP
United States flag for contact location.

Manager, Insurance Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

River Tree Wealth Managem...

<$5M
11-50
Private
-
-
AP
Alexis PeaceManager, Insurance Operations
$18.6M
11-50
Private
-
2020
JR
Joyce RiceChief Operating Officer
<$5M
11-50
Private
-
2022
NH
Noah HarrisDirector, Planning Investment Operations & Wealth Management Associate & Advisor
<$5M
11-50
Private
-
-
Jessica Ponder, Chief Operating Officer at Patterson Andrews Wealth Management
Jessica PonderChief Operating Officer
<$5M
1-10
Private
-
-
BD
Breeanna DanielsDirector, Operations
<$5M
11-50
Private
-
-
KY
Kevin YeargersCo-Founder & Wealth Management Advisor
<$5M
1-10
Private
-
2022
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

River Tree Wealth Management Tech Stack

A closer look at the technologies used by River Tree Wealth Management

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Frequently Asked Questions Regarding River Tree Wealth Management

What is River Tree Wealth Management's official website?
River Tree Wealth Management's official website is www.rivertree-wealth.com
What is River Tree Wealth Management's Revenue?
River Tree Wealth Management's revenue is <$5 Million
What is River Tree Wealth Management's SIC code?
River Tree Wealth Management's SIC: 62,628
What is River Tree Wealth Management's NAICS code?
River Tree Wealth Management's NAICS: 52,523
How many employees does River Tree Wealth Management have?
River Tree Wealth Management has 11-50 employees
What industry does River Tree Wealth Management belong to?
River Tree Wealth Management is in the industry of: Finance, Securities Trading
What is River Tree Wealth Management competition?
River Tree Wealth Management top competitors include: Patterson Andrews Wealth Management, True Worth Advisors, Wealth Coast, Prazak Gandre Wealth Advisors
What technology does River Tree Wealth Management use?
Some of the popular technologies that River Tree Wealth Management uses are: reCAPTCHA, Cloudflare Website Optimization, Adobe Activation, Google Tag Manager
How do I contact River Tree Wealth Management?
River Tree Wealth Management contact info: Phone number: (614) 279-8267 Website: www.rivertree-wealth.com
What does River Tree Wealth Management do?

River Tree Wealth Management, located in Columbus, OH, is an office of Northwestern Mutual that specializes in creating custom wealth management plans aimed at providing lasting financial peace of mind. The firm serves a diverse clientele, including individuals and families seeking guidance through various life stages, from career growth to legacy... planning. With a multigenerational team and the backing of a Fortune 100 company, they offer personalized financial strategies and unwavering support. Recognized nationally for their excellence, River Tree Wealth Management is committed to helping clients navigate their financial journeys confidently.Read More

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

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