WealthEdge SoundCheck

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

99 Park Ave Rm 1920, New York, New York,...

Revenue

<$5 Million

Industry

Finance Securities Trading

About WealthEdge SoundCheck

WealthEdge is a financial services firm that specializes in providing tailored accounting, investment management, financial planning, and tax strategy services. The company focuses on delivering a higher standard of financial guidance, ensuring clarity and confidence for its clients through personalized attention and strategic insight. WealthEdge serves individuals and families seeking long-term stability and growth in their financial journeys. With a holistic approach, the firm adapts its strategies to align with clients' evolving goals and aspirations.Explore more
WealthEdge SoundCheck's Social MediaSIC Code 62,628NAICS Code 52,523Show more

WealthEdge SoundCheck Org Chart

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YL
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Managing Partner, Financial Planning Director

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Manager, Tax & Accounting

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Manager, Tax & Accounting

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Compare Similar Companies to WealthEdge SoundCheck

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WealthEdge SoundCheck

<$5M
11-50
Private
-
-
YL
Yandie LiautaudManaging Partner, Financial Planning Director
$8.6M
11-50
Private
-
2010
Gordon Menard, Founding Partner at Sterling Total Wealth Solutions
Gordon MenardFounding Partner
<$5M
1-10
Private
-
1987
<$5M
1-10
Private
-
-
MT
Melody TownsendPresident & Senior Financial Advisor & Founder & CEO
Illustration of an envelope

WealthEdge SoundCheck Tech Stack

A closer look at the technologies used by WealthEdge SoundCheck

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Frequently Asked Questions Regarding WealthEdge SoundCheck

What is WealthEdge SoundCheck's official website?
WealthEdge SoundCheck's official website is www.wealthedgesoundcheck.com
What is WealthEdge SoundCheck's Revenue?
WealthEdge SoundCheck's revenue is <$5 Million
What is WealthEdge SoundCheck's SIC code?
WealthEdge SoundCheck's SIC: 62,628
What is WealthEdge SoundCheck's NAICS code?
WealthEdge SoundCheck's NAICS: 52,523
How many employees does WealthEdge SoundCheck have?
WealthEdge SoundCheck has 11-50 employees
What industry does WealthEdge SoundCheck belong to?
WealthEdge SoundCheck is in the industry of: Finance, Securities Trading
What is WealthEdge SoundCheck competition?
WealthEdge SoundCheck top competitors include: Sterling Total Wealth Solutions, Darrow Wealth Management, Townsend Financial Planning
What technology does WealthEdge SoundCheck use?
Some of the popular technologies that WealthEdge SoundCheck uses are: GoDaddy DNS, Google Workspace
What does WealthEdge SoundCheck do?

WealthEdge is a financial services firm that specializes in providing tailored accounting, investment management, financial planning, and tax strategy services. The company focuses on delivering a higher standard of financial guidance, ensuring clarity and confidence for its clients through personalized attention and strategic insight. WealthEdge s... erves individuals and families seeking long-term stability and growth in their financial journeys. With a holistic approach, the firm adapts its strategies to align with clients' evolving goals and aspirations.Read More

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

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