WealthEdge
Finance · New York, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
99 Park Ave Rm 1920, New York, New York,...Phone Number
(212) 687-3600Website
www.wealthedge.comRevenue
$5.7 MillionIndustry
About WealthEdge
Prior to joining WealthEdge in 1985 Mark owned and operated an independent financial planning and investment advisory practice which he founded in 2000. With over 30 years of experience in the financial services industry, Mark brings together WealthEdge's capabilities to provide comprehensive financial solutions to corporate executives, professionals, owners of closely held business, and high net worth individuals and families. Mark is a 1983 graduate of Syracuse University with majors in Finance and Marketing. His past work experiences with Morgan Guaranty Trust Company, Bear Stearns and Mass Mutual Life Insurance Company have solidified his belief that expertise and integration of financial, estate, investment, retirement, insurance, employee benefits and tax planning is necessary to deliver truly comprehensive wealth management advice. In addition to his CFP® designation, Mark also holds a Certification in Long Term care (CLTC) designation and is a licensed life, health, disability,Read more
WealthEdge Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Compare Similar Companies to WealthEdge
Compare insights from companies similar to WealthEdge, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
WealthEdge Tech Stack
A closer look at the technologies used by WealthEdge
See more technologies
Top Finance Companies
Top companies in Canada by revenue
Frequently Asked Questions Regarding WealthEdge
Sign Up For FreeTo access detailed company insights
Prior to joining WealthEdge in 1985 Mark owned and operated an independent financial planning and investment advisory practice which he founded in 2000. With over 30 years of experience in the financial services industry, Mark brings together WealthEdge's capabilities to provide comprehensive financial solutions to corporate executives, professiona... Read More
