Wealthplicity

Business Services · Maryland, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

1010 Monaghan Ct, Lutherville Timonium, ...

Revenue

$5.2 Million

Industry

Business Services Finance Training Education Project Management Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Wealthplicity

Wealthplicity offers a range of financial tools and educational resources designed to simplify wealth management for individuals. Their services include investment education, market insights, and personalized financial planning tools, such as a Financial Independence Calculator. Targeting both novice and experienced investors, Wealthplicity provides access to expert analysis, model portfolios, and weekly stock recommendations. The company aims to empower clients to achieve their financial goals through a user-friendly platform and comprehensive investment strategies.Explore more
Wealthplicity's Social MediaPopular SearchesWealthplicity LLCWealthplicitySIC Code 87,874NAICS Code 54,541Show more

Wealthplicity Org Chart

AM
United States flag for contact location.

Chief Executive Officer & Co-Founder

PhoneEmail
RP
United States flag for contact location.

Chief Investment Officer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Wealthplicity your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Wealthplicity

Compare insights from companies similar to Wealthplicity, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealthplicity

$5.2M
11-50
Private
-
2020
AM
Andrew McShaneCEO & Co-Founder
<$5M
11-50
Private
-
2013
JD
Jillian DoyleExecutive VP, Operations
<$5M
1-10
Private
-
-
PR
Patrick RickettsPrincipal Chief Operating Officer Chief Compliance Officer
<$5M
11-50
Private
-
2011
<$5M
1-10
Private
-
1982
<$5M
1-10
Private
-
2001
AH
Asta Haas-HeyeDirector, Operations
<$5M
1-10
Private
-
1962
LD
Laura DavisChief Operating Officer
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Wealthplicity is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

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

Wealthplicity Tech Stack

A closer look at the technologies used by Wealthplicity

Top Business Services Companies

Frequently Asked Questions Regarding Wealthplicity

What is Wealthplicity's official website?
Wealthplicity's official website is www.wealthplicity.com
What is Wealthplicity's Revenue?
Wealthplicity's revenue is $5.2 Million
What is Wealthplicity's SIC code?
Wealthplicity's SIC: 87,874
What is Wealthplicity's NAICS code?
Wealthplicity's NAICS: 54,541
How many employees does Wealthplicity have?
Wealthplicity has 11-50 employees
What industry does Wealthplicity belong to?
Wealthplicity is in the industry of: Business Services, Finance, Training
What is Wealthplicity competition?
Wealthplicity top competitors include: Ricketts Financial, DB McKenna, Fortune Wealth Management, HudsonPoint Capital
What technology does Wealthplicity use?
Some of the popular technologies that Wealthplicity uses are: Cloudflare Rocket Loader, WordPress.org, PHP, Google AdSense
What does Wealthplicity do?

Wealthplicity offers a range of financial tools and educational resources designed to simplify wealth management for individuals. Their services include investment education, market insights, and personalized financial planning tools, such as a Financial Independence Calculator. Targeting both novice and experienced investors, Wealthplicity provide... s access to expert analysis, model portfolios, and weekly stock recommendations. The company aims to empower clients to achieve their financial goals through a user-friendly platform and comprehensive investment strategies.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.