WealthFactor Information
Contact top employees from
WealthFactor
Summary
WealthFactor is a holistic plan-based wealth manager delivering expert teams to ensure your wealth is stewarded well.
Avoiding unnecessary complexity and risk, maximizes the probability...Show more
Organization Website | wealthfactor.ai |
Social Links |   |
Phone Number | (503) 477-8100 |
Industries | |
Headquarters Location | 155 B Ave, Lake Oswego, Oregon, 97034 US |
Employees 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
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2008 | Privately Held | 1 - 25 | 2.6M | $0 | |
| 2017 | Privately Held | 1-10 | - | $- | |
| 2002 | Privately Held | 200-500 | - | $- |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at WealthFactor shows a diverse range of experience levels:
20% for 1–2 years20% for 3–4 years40% for 5–7 years20% for 8–10 yearsContact top employees from
WealthFactor
Tyson Edwards
Head of Technology
Brie Valant
Head of Client Services
Similar Companies
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.
Well-known competitors of WealthFactor include The Cabana Group, Claybrook Capital and IntraFi.
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