Webster Wealth Advisors

Finance · Connecticut, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

200 Elm St Fl 3, Stamford, Connecticut, ...

Phone Number

(203) 328-8165

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Webster Wealth Advisors

Webster Wealth Advisors specializes in intelligent financial planning and wealth management, helping clients make informed decisions about their financial lives. They offer a range of services including accumulation, risk management, taxation, business planning, retirement planning, and estate planning. Since 1987, their primary clients have included chief executive officers, senior executives, and business owners seeking to achieve their financial goals with confidence. The firm emphasizes a coordinated team approach and advanced financial management tools to provide high-quality service and analysis.Explore more
Webster Wealth Advisors's Social MediaPopular SearchesWEBSTER WEALTH ADVISORS IncWebster Wealth AdvisorsWebster's Wealth Management SolutionsWEBSTER WEALTH MANAGEMENT IncWebster's Wealth Management Solutions CorpSIC Code 62,628NAICS Code 52,523Show more

Webster Wealth Advisors Org Chart

PhoneEmail
WR
United States flag for contact location.

Senior Managing Director

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
CW
United States flag for contact location.

Financial Planner

PhoneEmail

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

Is Webster Wealth Advisors 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 Webster Wealth Advisors

Compare insights from companies similar to Webster Wealth Advisors, 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

Webster Wealth Advisors

<$5M
1-10
Private
-
1987
WR
William RathSenior Managing Director
<$5M
1-10
Private
-
2012
CF
Carly FoxLead Compensation Consultant- Business Transitions
<$5M
1-10
Private
-
2003
EG
Ellen GregoryAdministrative Assistant & Manager, Client Services
<$5M
1-10
Private
-
2012
SD
Susan DenisonDirector, Business Development
<$5M
1-10
Private
-
2002
SW
Susanna WalkerDirector, Client Services
<$5M
1-10
Private
-
2009
VC
Victoria CegerenkoManager, Client Services & Operations
<$5M
1-10
Private
-
2005
MM
Margaret MaxwellManager, Client Services
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Webster Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Webster Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Webster Wealth Advisors.

Webster Wealth Advisors Tech Stack

A closer look at the technologies used by Webster Wealth Advisors

Top Finance Companies

Frequently Asked Questions Regarding Webster Wealth Advisors

What is Webster Wealth Advisors's official website?
Webster Wealth Advisors's official website is www.websterwealthadvisors.com
What is Webster Wealth Advisors's Revenue?
Webster Wealth Advisors's revenue is <$5 Million
What is Webster Wealth Advisors's SIC code?
Webster Wealth Advisors's SIC: 62,628
What is Webster Wealth Advisors's NAICS code?
Webster Wealth Advisors's NAICS: 52,523
How many employees does Webster Wealth Advisors have?
Webster Wealth Advisors has 1-10 employees
What industry does Webster Wealth Advisors belong to?
Webster Wealth Advisors is in the industry of: Finance, Securities Trading
What is Webster Wealth Advisors competition?
Webster Wealth Advisors top competitors include: Oswego Crest Financial Group, Handford Financial Strategies, Commonwealth Financial Network, Camelback Retirement Planners
What technology does Webster Wealth Advisors use?
Some of the popular technologies that Webster Wealth Advisors uses are: Drupal, reCAPTCHA, PHP, Google Universal Analytics
How do I contact Webster Wealth Advisors?
Webster Wealth Advisors contact info: Phone number: (203) 328-8165 Website: www.websterwealthadvisors.com
What does Webster Wealth Advisors do?

Webster Wealth Advisors specializes in intelligent financial planning and wealth management, helping clients make informed decisions about their financial lives. They offer a range of services including accumulation, risk management, taxation, business planning, retirement planning, and estate planning. Since 1987, their primary clients have includ... ed chief executive officers, senior executives, and business owners seeking to achieve their financial goals with confidence. The firm emphasizes a coordinated team approach and advanced financial management tools to provide high-quality service and analysis.Read More

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

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.