Whitney Wealth Group

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

15750 Venture Ln, Minneapolis, Minnesota...

Phone Number

(612) 296-6939

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Whitney Wealth Group

Whitney Wealth Group is a Minnesota-based wealth management firm that specializes in tax-efficient financial planning and investment management services tailored for high-income earners. Their offerings include wealth accumulation strategies, retirement planning, and strategic tax planning, among others. The firm aims to empower clients to make informed financial decisions and build generational wealth. They provide services to clients in Minnesota and across the United States.Explore more
Whitney Wealth Group's Social MediaPopular SearchesWhitney Wealth GroupSIC Code 62,628NAICS Code 52,523Show more

Whitney Wealth Group Org Chart

PhoneEmail
Whitney Emanuel, Chief Executive Officer, Cfp , Crpc at Whitney Wealth Group
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Chief Executive Officer, Cfp , Crpc

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Office Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Whitney Wealth Group

<$5M
1-10
Private
-
2016
Whitney Emanuel, Chief Executive Officer, Cfp , Crpc at Whitney Wealth Group
Whitney EmanuelCEO, Cfp , Crpc
$9.1M
11-50
Private
<$5M
1975
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
-
<$5M
11-50
Private
-
2011
LB
Linda BaulchDirector, Client Services
<$5M
1-10
Private
-
2016
JA
Joe AbbeyAthletic Consultant
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

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Activity Insights

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

What does this means?

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

Whitney Wealth Group Tech Stack

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Frequently Asked Questions Regarding Whitney Wealth Group

What is Whitney Wealth Group's official website?
Whitney Wealth Group's official website is www.whitneywealthgroup.com
What is Whitney Wealth Group's Revenue?
Whitney Wealth Group's revenue is <$5 Million
What is Whitney Wealth Group's SIC code?
Whitney Wealth Group's SIC: 62,628
What is Whitney Wealth Group's NAICS code?
Whitney Wealth Group's NAICS: 52,523
How many employees does Whitney Wealth Group have?
Whitney Wealth Group has 1-10 employees
What industry does Whitney Wealth Group belong to?
Whitney Wealth Group is in the industry of: Finance, Securities Trading
What is Whitney Wealth Group competition?
Whitney Wealth Group top competitors include: FCA Corp, Provident Wealth Advisors, Appaloosa Wealth Management, Radnor Financial Advisors
What technology does Whitney Wealth Group use?
Some of the popular technologies that Whitney Wealth Group uses are: Cloudflare Website Optimization, Enom DNS Hosting, YouTube, Microsoft 365
How do I contact Whitney Wealth Group?
Whitney Wealth Group contact info: Phone number: (612) 296-6939 Website: www.whitneywealthgroup.com
What does Whitney Wealth Group do?

Whitney Wealth Group is a Minnesota-based wealth management firm that specializes in tax-efficient financial planning and investment management services tailored for high-income earners. Their offerings include wealth accumulation strategies, retirement planning, and strategic tax planning, among others. The firm aims to empower clients to make inf... ormed financial decisions and build generational wealth. They provide services to clients in Minnesota and across the United States.Read More

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

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