WealthEdge SoundCheck

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

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Overview

Headquarters

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

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
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1

About WealthEdge SoundCheck

WealthEdge Advisors offers a unique wealth management experience, providing financial options, advice, and choices to clients at every stage of their financial journey. They help clients define their options, understand consequences, and support their decisions to bridge the gap between knowledge and action. Their services include financial planning, investment strategies, portfolio management, tax planning, and accounting. The company believes in delivering true wealth management through a comprehensive, lifelong relationship that considers all tax implications and involves collaboration with various professionals.Explore more
WealthEdge SoundCheck's Social MediaPopular SearchesWealthEdge SoundCheckWealthEdgeSIC Code 62,628NAICS Code 52,523Show more

WealthEdge SoundCheck Org Chart

PhoneEmail
SK
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Managing Partner, Director of Taxation

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YL
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Managing Partner, Financial Planning Director

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PZ
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Manager, Tax & Accounting

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BB
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Manager, Tax & Accounting

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WealthEdge SoundCheck

<$5M
11-50
Private
-
-
SK
Stan KaganManaging Partner, Director of Taxation
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
11-50
Private
<$5M
1985
RW
Robert WhitingVice President and Financial Advisor
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
1987
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
-
MT
Melody TownsendPresident & Senior Financial Advisor & Founder & CEO
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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: Pillar Wealth Management, Sterling Total Wealth Solutions, Darrow Wealth Management, Sierra Pacific Financial Advisors
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 Advisors offers a unique wealth management experience, providing financial options, advice, and choices to clients at every stage of their financial journey. They help clients define their options, understand consequences, and support their decisions to bridge the gap between knowledge and action. Their services include financial plannin... g, investment strategies, portfolio management, tax planning, and accounting. The company believes in delivering true wealth management through a comprehensive, lifelong relationship that considers all tax implications and involves collaboration with various professionals.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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