WealthCollab
Finance · Washington, United States · 1-10 Employees
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Overview
Headquarters
1400 112th Ave SE Ste 100, Bellevue, Was...Phone Number
(206) 456-6171Website
www.wealthcollab.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
1
1
1
1
1
About WealthCollab
WealthCollab is a financial planning firm based in Bellevue, WA, dedicated to helping analytically minded professionals manage their personal finances through a structured decision framework. They offer evidence-based investing strategies, cost control solutions, and a personal touch to ensure clients receive tailored financial advice. The firm operates on a fixed fee model, promoting transparency and independence while focusing on the long-term financial goals of individuals and families. WealthCollab utilizes modern technology to enhance client interactions and provide ongoing support for all financial decisions.Explore more
WealthCollab Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
WealthCollab is experiencing very low activity levels compared to other companies in the Finance sector.
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WealthCollab is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about WealthCollab.
WealthCollab Tech Stack
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WealthCollab is a financial planning firm based in Bellevue, WA, dedicated to helping analytically minded professionals manage their personal finances through a structured decision framework. They offer evidence-based investing strategies, cost control solutions, and a personal touch to ensure clients receive tailored financial advice. The firm ope... Read More
