Wingate Wealth
Finance · Massachusetts, United States · 11-50 Employees
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Overview
Headquarters
450 Bedford St, Lexington, Massachusetts...Phone Number
(781) 862-7100Revenue
$6.6 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
1
1
1
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1
About Wingate Wealth
Wingate Wealth Advisors is an independent, fee-only wealth management firm that provides exceptional service and expertise to help clients achieve their financial goals. They offer a range of services including financial planning, investment management, retirement planning, and equity compensation. Their target clients include executives, professionals, pre-retirees, retirees, and individuals in transition. With over 40 years of experience, they focus on customized financial solutions and ongoing support to navigate clients' financial journeys.Explore more
Wingate Wealth Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Wingate Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Wingate Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wingate Wealth.
Wingate Wealth Tech Stack
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Wingate Wealth Advisors is an independent, fee-only wealth management firm that provides exceptional service and expertise to help clients achieve their financial goals. They offer a range of services including financial planning, investment management, retirement planning, and equity compensation. Their target clients include executives, professio... Read More
