WealthFactor: Detailed Company Information & Corporate Profile
Contact top employees from
WealthFactor
Summary
The company currently specializes in the Financial Services area. The annual revenue of WealthFactor varies between 1 and 10M. To connect with WealthFactor employee register on SignalHire.
| WealthFactor Website | wealthfactor.ai |
| Social Links |   |
| Phone Number | (503) 477-8100 |
| Industries | |
| WealthFactor Headquarters address | 155 B Ave, Lake Oswego, Oregon, 97034 US |
| Company Size | 1-10 employees |
| Specialties | Factor (Evidence-based investing), Socially Responsible Investing, Individual Securities, Income, Growth, Value, Tax Management, Wealth Management, Digital, Direct Indexing, Investing, RiskSmart |
| Founded | 2017 |
| Estimated Annual Revenue | $1 - 10M |
Competitors
Name | Founded | Type | Employees | Revenue | Funding |
|---|---|---|---|---|---|
| 2008 | Privately Held | 1 - 25 | 2.6M | $0 | |
| 2002 | Privately Held | 200-500 | 170.4M | $- | |
| 2017 | Privately Held | 1-10 | - | $- |
Workforce Turnover
Number of staff members switched
Total employee turnover
Departmental sample breakdown
Turnover activity captured in SignalHire's departmental sample ( employees):
Corporate Tenure Analytics
WealthFactor's workforce includes employees across a wide range of tenure levels.
50% have been with the company for 1 to 2 years50% have been with the company for 5 to 7 yearsContact top employees from
WealthFactor
Tyson Edwards
Head of Technology
Brie Valant
Head of Client Services
Mike Parrott
Director, Wealth Planner
Alan Ford
Director of Business Development
Companies Similar to WealthFactor
WealthFactor Corporate Information: FAQ
WealthFactor operates in the Finance industries. More details can be found on the official website: wealthfactor.ai.
The headquarters of WealthFactor are located in Lake Oswego, United States.
You can contact WealthFactor by phone at (503) 477-8100.
WealthFactor currently employs 1-10 people.
WealthFactor's revenue is approximately 6.9M.
Well-known competitors of WealthFactor include The Cabana Group, IntraFi and Claybrook Capital.
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.
