WealthPoint

Finance · Arizona, United States · 11-50 Employees

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Overview

Headquarters

2398 E Camelback Rd Ste 320, Phoenix, Ar...

Phone Number

(602) 773-5533

Revenue

$6.7 Million

Industry

Finance Insurance Business Services Securities Trading Project Management

About WealthPoint

WealthPoint offers a unique decision-making process that simplifies complex wealth-based choices for entrepreneurs and affluent family groups. Their services include Insurance Advisory Services such as life insurance strategies and policy reviews, Business Advisory Services covering succession and exit planning, and MA Advisory Services. WealthPoint focuses on replacing complexity with leadership and collaborating in real-time with clients' trusted advisors.Explore more
WealthPoint's Social MediaSIC Code 62,628NAICS Code 52,523Show more

WealthPoint Org Chart

SM
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Chief Executive Officer

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MK
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WealthPoint

$6.7M
11-50
Private
<$5M
2006
$8.1M
11-50
Private
-
2015
KM
Karan MurugesuFounder & CEO
$5.9M
11-50
Private
-
2008
ST
Steven TrebergFinancial Advisor
<$5M
1-10
Private
-
2014
N/A
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
VP
Veronica PineLead Client Intake Administrator
Illustration of an envelope

WealthPoint Tech Stack

A closer look at the technologies used by WealthPoint

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Frequently Asked Questions Regarding WealthPoint

What is WealthPoint's official website?
WealthPoint's official website is www.wealthpoint.net
What is WealthPoint's Revenue?
WealthPoint's revenue is $6.7 Million
What is WealthPoint's SIC code?
WealthPoint's SIC: 62,628
What is WealthPoint's NAICS code?
WealthPoint's NAICS: 52,523
How many employees does WealthPoint have?
WealthPoint has 11-50 employees
What industry does WealthPoint belong to?
WealthPoint is in the industry of: Finance, Insurance, Business Services
What is WealthPoint competition?
WealthPoint top competitors include: Copper Canyon Wealth Management, Strategic Financial Concepts, Rogers Financial Group, Ameriwealth Financial Group
What technology does WealthPoint use?
Some of the popular technologies that WealthPoint uses are: WordPress.org, PHP, Cloudflare Website Optimization, Proofpoint
How do I contact WealthPoint?
WealthPoint contact info: Phone number: (602) 773-5533 Website: www.wealthpoint.net
What does WealthPoint do?

WealthPoint offers a unique decision-making process that simplifies complex wealth-based choices for entrepreneurs and affluent family groups. Their services include Insurance Advisory Services such as life insurance strategies and policy reviews, Business Advisory Services covering succession and exit planning, and MA Advisory Services. WealthPoin... t focuses on replacing complexity with leadership and collaborating in real-time with clients' trusted advisors.Read More

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

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