Summary
Wanderlust Wealth
Founded in 2015
Description
Wanderlust Wealth is a New York-based financial advisor and wealth management company. They offer personalized investment advice and financial planning to help clients make better decisions about their money. Their fiduciary approach ensures that clien...
Strengths
- Wanderlust Wealth has a strong market share in their industry
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Since Wanderlust Wealth was founded, the company has grown faster than the industry average
Weaknesses
- Revenue generated per employee is less than the industry average
Annual Revenue
Wanderlust Wealth's annual revenue
$5221000
Based on Kona Equity data
-
Revenue per employee
$307118
-
Annual revenue growth since founding
$611142
-
Revenue growth rate from first known quarter to current
42.9%
Employee Count
17 employees
-
Employee growth rate from first known quarter to current
42.9%
G Score - 4
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
Unlock unlimited leads
Similar Companies
Cresta Advisors
crestaadvisors.com- Founded in 2013
- Location: Laredo, TX
- Annual Revenue: $1.1M
- Employees: 4
- Cresta Advisors is an independent Registered Investment Advisory firm that provides personalized investment advice and planning. They focus on discretionary account management through the implementation of their proprietary investment models in their c...
Financial Group , LLC
harvestfg.com- Location: Richmond, VA
- Annual Revenue: $965.0K
- Employees: 5
- Harvest Financial Group is a wealth management firm that prioritizes the protection of client's money. They offer a unique investment methodology that aims to protect assets and grow wealth even in uncertain market conditions. They provide unbiased inv...
Tribeca Financial
tribecafinancial.co- Founded in 2005
- Location: Mesa, AZ
- Annual Revenue: $1.3M
- Employees: 8
Forteris Wealth Management
forteriswealth.com- Founded in 1993
- Location: Armonk, NY
- Annual Revenue: $1.1M
- Employees: 4
- Forteris is a fee-only wealth management firm with offices in NY and TX. We help individuals and families plan, save, and invest for their future goals.
InvestShares
investshares.com- Founded in 2009
- Location: Miami, FL
- Annual Revenue: $1.3M
- Employees: 7
- InvestShares is a private investment brokerage and investment advisory firm that takes pride in serving individuals, businesses, and families in Miami, FL.
Bóveda Asset Management
1baminc.com- Founded in 2014
- Location: Charlotte, NC
- Annual Revenue: $1.1M
- Employees: 4
- Bveda Asset Management a provider of world class asset management services to individuals and institutions, also provides capital raising services and loans...
Key Information
- Name: Wanderlust Wealth
- Category: Investment management
- Industry: Financial Planner
See similar companies
-
By City New York City Small Financial Planner in New York City Mid-size Financial Planner in New York City Investment management in New York City Small Investment management in New York City Mid-size Investment management in New York City
-
By State NY Small companies in NY Investment management in NY Small Investment management in NY Mid-size Investment management in NY Small Financial Planner in NY Mid-size Financial Planner in NY
-
By Category Investment management Small Investment management Mid-size Investment management
-
By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Investment management and Financial Planner
-
Firmographic data G Score of 4 Founded in 2015
Frequently Asked Questions
Wanderlust Wealth's headquarters are located at 750 Third Ave., 9th Fl. 2nd floor New York City, NY 10017.
Wanderlust Wealth's official website is wanderlustwealth.com
Wanderlust Wealth's annual revenue is $5.2 M.
Wanderlust Wealth has 17 employees
Wanderlust Wealth is in the industry of Investment management.
