Summary
WealthPoint
Founded in 2010
Description
WealthPoint provides succession, legacy and life insurance planning for affluent families and middle-market, family-owned companies. http://t.co/2NMsWQHt3a
Strengths
- WealthPoint has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Revenue growth is more steady than the industry average
- Since WealthPoint was founded, the company has grown faster than the industry average
Weaknesses
- Web traffic rankings are worse than the industry average
Annual Revenue
WealthPoint's annual revenue
$6672000
Based on Kona Equity data
-
Revenue per employee
$444800
-
Variance of revenue growth
0.0
-
Annual revenue growth since founding
$568416
-
Revenue growth rate from first known quarter to current
17.6%
Employee Count
15 employees
-
Employee growth rate from first known quarter to current
-6.9%
Executives
Karen Bach
Director, Communications
k**@wealthpoint.netSimon Manning
CEO
s**@wealthpoint.netTim Young
Managing Partner
t**@wealthpoint.netKeri Jenkins
Investments Head
k**@wealthpoint.netJoseph Liggett
Partner
j**@wealthpoint.netAmanda Messner
Client Coordinator
a**@wealthpoint.netShelley Forman
Director, Accounting & Finance
s**@wealthpoint.netMichael Kenneth
Director, Solutions
m**@wealthpoint.netKevin Mcmahon
Partner
k**@wealthpoint.netSavannah Wolach
Director, Operations
s**@wealthpoint.netVincent Brunoforte
Senior Client Advisor
v**@wealthpoint.netRobyn Forman
Director, Operations
r**@wealthpoint.netMark Winter
Partner
m**@wealthpoint.netPhil Spalding
Partner
p**@wealthpoint.netCaroline Diaz
Client Coordinator
c**@wealthpoint.netPeter Miterko
Managing Partner
p**@wealthpoint.netRodney Shipalana
Client Relations KYC Consultant
r**@wealthpoint.netMike Olson
Partner
m**@wealthpoint.netReetsang Kwaeta
Folio Management
r**@wealthpoint.netPhone Wealthpoint
Chief Executive Officer
p**@wealthpoint.netKristin Teaff
Manager, Qls Communications
k**@wealthpoint.netWerner Calitz
Manager, Software Engineering
w**@wealthpoint.netG Score - 6
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.
- G2 Income per employee more than industry average.
- 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.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
Web Analysis
-
Rank
3.8 M
Location
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Key Information
- Name: WealthPoint
- Category: Professional training & coaching
- Industry: Financial Planner
- NAICS: 5242; 524
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By City Phoenix Small Financial Planner in Phoenix Mid-size Financial Planner in Phoenix Professional training & coaching in Phoenix Small Professional training & coaching in Phoenix Mid-size Professional training & coaching in Phoenix
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By State AZ Small companies in AZ Professional training & coaching in AZ Small Professional training & coaching in AZ Mid-size Professional training & coaching in AZ Small Financial Planner in AZ Mid-size Financial Planner in AZ
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By Category Professional training & coaching Small Professional training & coaching Mid-size Professional training & coaching
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Firmographic data G Score of 6 Founded in 2010 NAICS: 5242 NAICS: 524 #Finance General #Finance
Frequently Asked Questions
WealthPoint's headquarters are located at 2398 E Camelback Rd, Ste 320 Phoenix, AZ 85016.
WealthPoint's official website is wealthpoint.net
WealthPoint's annual revenue is $6.7 M.
WealthPoint's NAICS: 5242; 524.
WealthPoint has 15 employees
WealthPoint is in the industry of Professional training & coaching.
