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WealthShield LLC

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WealthShield LLC in Cary, NC

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Summary

WealthShield LLC logo
Name
WealthShield LLC
Year founded
2016
Description

WealthShield is an investment company designed to help entrepreneurial financial advisors succeed. Our belief is that investor psychology is the driving force behind markets.

Strengths
  • WealthShield LLC 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 WealthShield LLC was founded, the company has grown faster than the industry average
Weaknesses

Annual Revenue

$9593000

Revenue per employee

$
218022

Variance of revenue growth

0.06

Annual revenue growth since founding

$
2398250

Revenue growth rate from first known quarter to current

91.9 %

Employee Count

44 employees

Employee growth rate from first known quarter to current

76.0 %

G Score

G Score

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.

Location

continent
location

1225 Crescent Green Ste. 210 
Cary, NC  27518

Ideal Fit Acquirer

Best Private Equity firm

Farragut Capital Partners

Kona Equity can help connect WealthShield LLC to Farragut Capital Partners to discuss future partnerships, facilitate mergers and acquisitions conversations, financing events, and thoughts on the future.

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Key Information

Name:

WealthShield LLC

Tags:

Investment Banking; Finance

Website:

https://www.wealthshield.co

Industry:

Financial Consultant

LinkedIn:

https://www.linkedin.com/company/wealthshield-llc

SIC:

62

NAICS:

523120; 5231