WealthVest Information
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WealthVest
Summary
WealthVest is a private company that has been in the industry for 17 years. The company currently specializes in the Financial Services area. Its headquarters is located at Bozeman, Montana, USA. The number of employees ranges from 100 to 250. The annual revenue of WealthVest varies between 5.0M and 25M. Total funding of the company - $1M. To connect with WealthVest employee register on SignalHire.
Organization Website | wealthvest.com |
Phone Number | 877.595.9325 |
Industries | |
Headquarters Location | 2485 Manley Rd., Bozeman, MT, 59715 US |
Employees Size | 100-200 employees |
Specialties | Structured Investments, Structured Notes, Market Linked CDs, Fixed and Fixed Index Annuities, Life Insurance, Multi-Year Guaranteed Annuities, Longevity and Income Planning, Financial Market Analysis, Wholesaling Financial Services, Bank and Broker-Dealer Back Office Support, Carrier Relationship Management, Financial Services Distribution, Agent and Agency Wholesaler Support, Digital Marketing, Content Creation, Marketing Support, Annuity Product Design, Product Management, Retirement Education and Research, Variable Annuities |
SIC Code | 6199 |
DMA Code | Bozeman Metropolitan Area |
Founded | 2009 |
Estimated Annual Revenue | $5.0M - 25M |
Operating Status | Independent Company |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at WealthVest shows a diverse range of experience levels:
10% have been with the company for less than 1 year12% for 1–2 years14% for 3–4 years24% for 5–7 years17% for 8–10 years24% have over 11 years of service at WealthVestEx-employees positions
In Company
In New Company
Contact top employees from
WealthVest
Taylor Heifetz
Regional Vice President
Ryan Akers
Regional Vice President
Mark Andelin
Regional Vice President
Tim Layton
Vice President National Accounts
Lincoln Collins
President, Chief Operating Officer
Emma Duhamel
Regional Vice President / Hybrid Wholesaler
Tina Cupples
New Business Case Manager
Alex Strandell
Senior Institutional Marketing Manager
Mara Karel
VP, Controller
Doug Davidson
Regional Sales Manager
Siana Scorzetti
Senior Graphic Designer
Christopher Hosking
Regional Director
Quinn Catalano
VP of Information Technology
Michael Heibel
Marketing Consultant
Mike Ramos
National Relationship Manager
Wade Dokken
Founder
Dillon Wood
Manager of Information Technology / Security
Morgan Scott
Marketing Content Manager
Drew Dokken
Institutional Marketing Manager
Scott Hosking
Annuity Wholesaler
Nicholas Rainey
Sales Associate
Katelyn Couturier
Commissions Specialist
Nik Lundgren
Senior Internal Wholesaler
Myles Brown
Summer Intern
Kegan Morris
Senior Internal Wholesaler
Tana Parisi
Senior New Business Specialist
George Slade
Sales Consultant
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FAQ
WealthVest operates in the Finance industries. More details can be found on the official website: wealthvest.com.
The headquarters of WealthVest are located in Bozeman, United States.
You can contact WealthVest by phone at 877.595.9325.
WealthVest currently employs 100-200 people.
WealthVest's revenue is approximately 23.1M.
