Wealthstack

Financial Software · Canada · 1-10 Employees

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Overview

Headquarters

2115 S Service Rd W, Oakville, Ontario, ...

Phone Number

(289) 681-8411

Revenue

<$5 Million

Industry

Financial Software Finance Software Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
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About Wealthstack

Wealthstack offers a comprehensive financial planning dashboard designed to help individuals and businesses track their long-term financial goals. The platform consolidates various financial products, providing users with a holistic view of their financial wellness while offering access to independent experts for personalized guidance. Wealthstack's services cater to a diverse clientele, including individuals, families, and professionals, ensuring tailored support for each user's unique financial journey. With features like goal tracking, document storage, and expert consultations, Wealthstack empowers clients to make informed decisions and achieve financial freedom.Explore more
Wealthstack's Social MediaPopular SearchesWealthstackWealthstack Solutions IncSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealthstack

<$5M
1-10
Private
-
2020
N/A
$5M
1-10
Private
-
-
JL
Jacob LevyWealth Advisor
<$5M
1-10
Private
-
2013
<$5M
1-10
Private
-
2021
JM
Jason MonteagudoPresident & CEO
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2020
RC
Richard CrabbeFinancial Planner
<$5M
1-10
Private
-
2005
CB
Candy BrooksBusiness Development Manager
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Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

Wealthstack is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

Wealthstack is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Wealthstack.

Wealthstack Tech Stack

A closer look at the technologies used by Wealthstack

Top Financial Software Companies

Frequently Asked Questions Regarding Wealthstack

What is Wealthstack's official website?
Wealthstack's official website is www.wealthstack.ca
What is Wealthstack's Revenue?
Wealthstack's revenue is <$5 Million
What is Wealthstack's SIC code?
Wealthstack's SIC: 62,628
What is Wealthstack's NAICS code?
Wealthstack's NAICS: 52,523
How many employees does Wealthstack have?
Wealthstack has 1-10 employees
What industry does Wealthstack belong to?
Wealthstack is in the industry of: Financial Software, Finance, Software
What is Wealthstack competition?
Wealthstack top competitors include: Bui Financial Advisory, Consolidated Financial Services, Precision Capital Solutions, Wayfinding Financial
What technology does Wealthstack use?
Some of the popular technologies that Wealthstack uses are: Typeform, Calendly, Netlify
How do I contact Wealthstack?
Wealthstack contact info: Phone number: (289) 681-8411 Website: www.wealthstack.ca
What does Wealthstack do?

Wealthstack offers a comprehensive financial planning dashboard designed to help individuals and businesses track their long-term financial goals. The platform consolidates various financial products, providing users with a holistic view of their financial wellness while offering access to independent experts for personalized guidance. Wealthstack'... s services cater to a diverse clientele, including individuals, families, and professionals, ensuring tailored support for each user's unique financial journey. With features like goal tracking, document storage, and expert consultations, Wealthstack empowers clients to make informed decisions and achieve financial freedom.Read More

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

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