WealthShape
Finance · Connecticut, United States · 1-10 Employees
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Overview
Headquarters
175 Capital Blvd Fl 4, Rocky Hill, Conne...Phone Number
(860) 837-0303Website
www.wealthshape.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1
About WealthShape
WealthShape is an independent financial advisory firm that specializes in low-cost, factor-based investing and fiduciary advice provided by Certified Financial Planners. The company focuses on delivering customized financial planning and intelligent investment portfolios optimized for risk and return, ensuring that all recommendations are in the best interest of the client. WealthShape employs empirical evidence and academic research to inform its investment strategies, making financial planning an ongoing and objective process. Their services are accessible to a wide range of clients, not just the ultra-wealthy, emphasizing a commitment to responsible fiduciary practices.Explore more
WealthShape Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
WealthShape is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
WealthShape is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about WealthShape.
WealthShape Tech Stack
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WealthShape is an independent financial advisory firm that specializes in low-cost, factor-based investing and fiduciary advice provided by Certified Financial Planners. The company focuses on delivering customized financial planning and intelligent investment portfolios optimized for risk and return, ensuring that all recommendations are in the be... Read More
