WealthFactor: Detailed Company Information & Corporate Profile
Contact top employees from
WealthFactor
Summary
The business currently specializes in Financial Services area. The company has 1-10 employees. Register with SignalHire to connect with WealthFactor employees and management.
| 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 |
Competitors
Name | Founded | Type | Employees |
|---|---|---|---|
| 2008 | Privately Held | 1 - 25 | |
| 2002 | Privately Held | 200-500 | |
| 2017 | Privately Held | 1-10 |
Workforce Turnover
Number of employees switched from or switched to
Total employee turnover
Departmental sample breakdown
Turnover activity captured in SignalHire's departmental sample ( employees):
Length of Employment
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 EdwardsHead of Technology
Brie ValantHead of Client Services
Mike ParrottDirector, Wealth Planner
Bill WoodruffChief Investment Officer
Amishi DesaiSenior Business Analyst
Alan FordDirector 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.
WealthFactor has offices located in Lake Oswego, US.
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.
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