wealthLINK Financial Services

Insurance · Canada · 51-200 Employees

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Overview

Headquarters

110 565 Bernard Ave, Kelowna, British Co...

Phone Number

(408) 352-3992

Revenue

$5.5 Million

Industry

Insurance Business Services Project Management
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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About wealthLINK Financial Services

Wealth Link Financial Services provides innovative financial solutions and support to clients in the insurance and investment sectors. They focus on building partnerships with their clients to explore growth opportunities and offer extensive training to enhance business strategies. The company prides itself on being local, responsive, and knowledgeable, ensuring superior service and dedicated support. With a wide selection of carriers, they enable brokers to access top companies in Canada.Explore more
wealthLINK Financial Services's Social MediaPopular SearchesWealthLINK Financial Services IncWealthLINK FinancialWealthlink InternationalWealth Link Financial ServicesWealthLINK Financial SvcSIC Code 64,641NAICS Code 52,524Show more

wealthLINK Financial Services Org Chart

PhoneEmail
DM
Canada flag for contact location.

Manager, Wealth & Owner

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PhoneEmail
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JC
Canada flag for contact location.

Investment Administrator

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AQ
Canada flag for contact location.

Financial

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

wealthLINK Financial Serv...

$5.5M
51-200
Private
-
-
DM
Diana MurelliManager, Wealth & Owner
$13.7M
51-200
Private
-
2015
LT
Laurie TriggExecutive Manager, Branch Services
$7.3M
11-50
Private
-
2011
JL
John LiepaSales Manager & Senior Advisor
$5.2M
11-50
Private
-
2002
$5.2M
11-50
Private
-
1949
CF
Cheryl FofonoffVice President, Finance
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

wealthLINK Financial Services is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

wealthLINK Financial Services is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about wealthLINK Financial Services.

wealthLINK Financial Services Tech Stack

A closer look at the technologies used by wealthLINK Financial Services

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Frequently Asked Questions Regarding wealthLINK Financial Services

What is wealthLINK Financial Services's official website?
wealthLINK Financial Services's official website is www.wealthlinkfinancial.ca
What is wealthLINK Financial Services's Revenue?
wealthLINK Financial Services's revenue is $5.5 Million
What is wealthLINK Financial Services's SIC code?
wealthLINK Financial Services's SIC: 64,641
What is wealthLINK Financial Services's NAICS code?
wealthLINK Financial Services's NAICS: 52,524
How many employees does wealthLINK Financial Services have?
wealthLINK Financial Services has 51-200 employees
What industry does wealthLINK Financial Services belong to?
wealthLINK Financial Services is in the industry of: Insurance, Business Services, Project Management
What is wealthLINK Financial Services competition?
wealthLINK Financial Services top competitors include: Encompass Credit Union, FirstPath Investment Insurance, Advisor Websites, Kingston Community Credit Union
What technology does wealthLINK Financial Services use?
Some of the popular technologies that wealthLINK Financial Services uses are: WordPress.org, Google Universal Analytics, Google Font API, Microsoft 365
How do I contact wealthLINK Financial Services?
wealthLINK Financial Services contact info: Phone number: (408) 352-3992 Website: www.wealthlinkfinancial.ca
What does wealthLINK Financial Services do?

Wealth Link Financial Services provides innovative financial solutions and support to clients in the insurance and investment sectors. They focus on building partnerships with their clients to explore growth opportunities and offer extensive training to enhance business strategies. The company prides itself on being local, responsive, and knowledge... able, ensuring superior service and dedicated support. With a wide selection of carriers, they enable brokers to access top companies in Canada.Read More

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

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