WealthBridge Financial Group

Finance · New York, United States · 51-200 Employees

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Overview

Headquarters

225 Broadhollow Rd Ste 301, Melville, Ne...

Revenue

$11.5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About WealthBridge Financial Group

WealthBridge Financial Group offers tailored financial solutions aimed at high-net-worth individuals, business owners, and financial professionals. Their services include premium financing, digital marketing, CPA alliances, and advanced planning for business and estate management. The company focuses on building, protecting, and growing wealth through personalized strategies and expert guidance. With a commitment to clarity and care, WealthBridge aims to help clients achieve their financial goals.Explore more
WealthBridge Financial Group's Social MediaPopular SearchesWealthBridge Financial GroupSIC Code 62,628NAICS Code 52,523Show more

WealthBridge Financial Group Org Chart

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Chief Executive Officer

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Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WealthBridge Financial Gr...

$11.5M
51-200
Private
-
-
$7.5M
51-200
Private
-
2001
$6.7M
51-200
Private
<$5M
1975
Lawrence Buccheri, Chief Executive Officer & Managing Partner at Mid Atlantic Resource Group
Lawrence BuccheriCEO & Managing Partner
$6.4M
11-50
Private
-
1997
EC
Ella CollinsonOffice Service Associate
$6.3M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
2014
MS
Maylot SterlinaChief Marketing Officer
<$5M
11-50
Private
-
2017
SM
Scott MaitlandManaging Partner, Montana
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

WealthBridge Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

WealthBridge Financial Group Tech Stack

A closer look at the technologies used by WealthBridge Financial Group

Most Recent Scoops

Hiring Plans
WealthBridge Financial Group has more open roles in Finance than it has had at any time in the past 12 months. Areas of expertise include: Wealth Management, Financial Consulting, Wealth Management, Financial Services, Finance, Financial Services, and Wealth Management.
Hiring Plans
Hiring Plans
WealthBridge Financial Group has more open roles in Operations than it has had at any time in the past 12 months. Areas of expertise include: Client Needs Assessment, and Client Services.
Hiring Plans
Hiring Plans
WealthBridge Financial Group has more open roles in Marketing than it has had at any time in the past 12 months.
Hiring Plans
Hiring Plans
WealthBridge Financial Group has more open roles in Operations than it has had at any time in the past 12 months. Areas of expertise include: Client Needs Assessment, and Client Services.
Hiring Plans
Hiring Plans
Hiring Plans
See more scoops

Top Finance Companies

Frequently Asked Questions Regarding WealthBridge Financial Group

What is WealthBridge Financial Group's official website?
WealthBridge Financial Group's official website is www.wealthbridgefg.com
What is WealthBridge Financial Group's Revenue?
WealthBridge Financial Group's revenue is $11.5 Million
What is WealthBridge Financial Group's SIC code?
WealthBridge Financial Group's SIC: 62,628
What is WealthBridge Financial Group's NAICS code?
WealthBridge Financial Group's NAICS: 52,523
How many employees does WealthBridge Financial Group have?
WealthBridge Financial Group has 51-200 employees
What industry does WealthBridge Financial Group belong to?
WealthBridge Financial Group is in the industry of: Finance, Securities Trading
What is WealthBridge Financial Group competition?
WealthBridge Financial Group top competitors include: Evolution Financial Group, True Path Financial and Insurance Services, Thoroughbred Advisors, Mid Atlantic Resource Group
What technology does WealthBridge Financial Group use?
Some of the popular technologies that WealthBridge Financial Group uses are: Cloudflare Website Optimization, Datadog, YouTube, Google Tag Manager
What does WealthBridge Financial Group do?

WealthBridge Financial Group offers tailored financial solutions aimed at high-net-worth individuals, business owners, and financial professionals. Their services include premium financing, digital marketing, CPA alliances, and advanced planning for business and estate management. The company focuses on building, protecting, and growing wealth thro... ugh personalized strategies and expert guidance. With a commitment to clarity and care, WealthBridge aims to help clients achieve their financial goals.Read More

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

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