WealthVest: Detailed Company Information & Corporate Profile

Contact top employees from 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 50M and 100M. Total funding of the company - $1M. To connect with WealthVest employee register on SignalHire.

WealthVest Websitewealthvest.com
Phone Number877.595.9325
Industries
WealthVest Headquarters address2485 Manley Rd., Bozeman, MT, 59715 US
Company Size100-200 employees
SpecialtiesStructured 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 Code6199
DMA CodeBozeman Metropolitan Area
Founded2009
Estimated Annual Revenue$50M - 100M
Operating StatusIndependent Company

WealthVest Org Chart

Chief Executive Officer

Chief Executive Officer

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C-Level

Workforce Turnover

Number of employees switched from or switched to

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Total employee turnover

Length of Employment

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WealthVest's workforce includes employees across a wide range of tenure levels.

4% have been with the company for less than 1 year11% have been with the company for 1 to 2 years14% have been with the company for 3 to 4 years14% have been with the company for 5 to 7 years11% have been with the company for 8 to 10 years46% have been with the company for more than 11 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from WealthVest
Leslie Grant
Leslie GrantRegional Vice President
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Taylor Heifetz
Taylor HeifetzRegional Vice President
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Ryan Akers
Ryan AkersRegional Vice President
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Mark Andelin
Mark AndelinRegional Vice President
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Tim Layton
Tim LaytonVice President National Accounts
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Lincoln Collins
Lincoln CollinsPresident, Chief Operating Officer
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Ed Moran
Ed MoranRegional Vice President
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MJ Schiff
MJ SchiffRegional Vice President
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Chase Boswell
Chase BoswellRegional Vice President
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Amanda Migden
Amanda MigdenRegional Vice President
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John Shupert
John ShupertInternal Wholesaler
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Kaelyn Ryan
Kaelyn RyanNew Business/Data Processing Specialist
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Axel Schultz
Axel SchultzInternal Wholesaler
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Kegan Morris
Kegan MorrisSenior Internal Wholesaler
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Tana Parisi
Tana ParisiSenior New Business Specialist
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George Slade
George SladeSales Consultant
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WealthVest Corporate Information: FAQ

WealthVest operates in the Finance industries. More details can be found on the official website: wealthvest.com.
WealthVest has offices located in Bozeman, US.
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 67.3M.

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