Waveform Wealth Partners

Finance · Minnesota, United States · 11-50 Employees

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Overview

Headquarters

576 Bielenberg Dr Ste 250, Woodbury, Min...

Phone Number

(651) 289-6570

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Waveform Wealth Partners

Waveform Wealth Partners is a multigenerational financial planning team based in Mendota Heights, MN, offering a comprehensive range of services including insurance, investments, and financial planning. They cater to business owners, ambitious professionals, and retirees, focusing on optimizing their clients' financial and personal lives. The firm is recognized for its award-winning team and commitment to Midwestern values, serving clients nationwide. Waveform emphasizes the importance of financial planning as a means to achieve authentic living and impactful legacies.Explore more
Waveform Wealth Partners's Social MediaPopular SearchesWaveform Wealth PartnersSIC Code 62,628NAICS Code 52,523Show more

Waveform Wealth Partners Org Chart

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Vice President, Operations

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Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Waveform Wealth Partners

<$5M
11-50
Private
-
2021
SG
Stevie GerrellsVice President, Operations
$37.6M
11-50
Private
-
-
N/A
$10.6M
51-200
Private
-
-
BS
Benjamin SteigerExecutive Vice President & Chief Risk Officer
$5.7M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2017
SR
Samuel RathboneOperations Specialist
<$5M
11-50
Private
-
-
ML
Michelle LauderVice President, Wealth and Portfolio Specialist
<$5M
1-10
Private
-
2015
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Waveform Wealth Partners Tech Stack

A closer look at the technologies used by Waveform Wealth Partners

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Frequently Asked Questions Regarding Waveform Wealth Partners

What is Waveform Wealth Partners's official website?
Waveform Wealth Partners's official website is www.waveform-wealth.com
What is Waveform Wealth Partners's Revenue?
Waveform Wealth Partners's revenue is <$5 Million
What is Waveform Wealth Partners's SIC code?
Waveform Wealth Partners's SIC: 62,628
What is Waveform Wealth Partners's NAICS code?
Waveform Wealth Partners's NAICS: 52,523
How many employees does Waveform Wealth Partners have?
Waveform Wealth Partners has 11-50 employees
What industry does Waveform Wealth Partners belong to?
Waveform Wealth Partners is in the industry of: Finance, Insurance, Securities Trading
What is Waveform Wealth Partners competition?
Waveform Wealth Partners top competitors include: Wealthcap Asia, McCormick Wealth Management, Parker Wealth Management, Integrity Wealth Advisors
What technology does Waveform Wealth Partners use?
Some of the popular technologies that Waveform Wealth Partners uses are: Amazon CloudFront, Amazon S3
How do I contact Waveform Wealth Partners?
Waveform Wealth Partners contact info: Phone number: (651) 289-6570 Website: www.waveform-wealth.com
What does Waveform Wealth Partners do?

Waveform Wealth Partners is a multigenerational financial planning team based in Mendota Heights, MN, offering a comprehensive range of services including insurance, investments, and financial planning. They cater to business owners, ambitious professionals, and retirees, focusing on optimizing their clients' financial and personal lives. The firm... is recognized for its award-winning team and commitment to Midwestern values, serving clients nationwide. Waveform emphasizes the importance of financial planning as a means to achieve authentic living and impactful legacies.Read More

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

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