Wealth XYZ

Financial Software · California, United States · 11-50 Employees

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Overview

Headquarters

600 California St Fl 20, San Francisco, ...

Revenue

<$5 Million

Industry

Financial Software Finance Software Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
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About Wealth XYZ

Wealth XYZ is a company that operates in the Financial Software industry. It employs 10to19 people and has 1Mto5M of revenue. The company is headquartered in San Francisco, California.Explore more
Wealth XYZ's Social MediaPopular SearchesWealth XYZSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth XYZ

<$5M
11-50
Private
-
2023
N/A
$5.1M
1-10
Private
-
2015
N/A
<$5M
11-50
Private
-
-
<$5M
1-10
Private
<$5M
2007
JK
Jeffrey KostisFinancial Planner
<$5M
1-10
Private
-
2009
RW
Robert WasselManaging Partner and Chief Investment Officer
<$5M
1-10
Private
-
-
WL
Wills LoriBrokerage Administrative Assistant
<$5M
1-10
Private
-
2020
JB
John BecksteadOwner and Registered Investment Advisor
Illustration of an envelope

Wealth XYZ Tech Stack

A closer look at the technologies used by Wealth XYZ

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Frequently Asked Questions Regarding Wealth XYZ

What is Wealth XYZ's official website?
Wealth XYZ's official website is www.wealthxyz.com
What is Wealth XYZ's Revenue?
Wealth XYZ's revenue is <$5 Million
What is Wealth XYZ's SIC code?
Wealth XYZ's SIC: 62,628
What is Wealth XYZ's NAICS code?
Wealth XYZ's NAICS: 52,523
How many employees does Wealth XYZ have?
Wealth XYZ has 11-50 employees
What industry does Wealth XYZ belong to?
Wealth XYZ is in the industry of: Financial Software, Finance, Software
What is Wealth XYZ competition?
Wealth XYZ top competitors include: The FI Woman, Trinity Wealth Management, Invera Wealth Advisors, Lifetime Financial
What technology does Wealth XYZ use?
Some of the popular technologies that Wealth XYZ uses are: PHP, Yoast SEO, jQuery Migrate, Underscore.js
What does Wealth XYZ do?

Wealth XYZ is a company that operates in the Financial Software industry. It employs 10to19 people and has 1Mto5M of revenue. The company is headquartered in San Francisco, California.... Read More

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

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