Summary
WealthSpring
Founded in 2016
Description
WealthSpring is a financial services company with offices in five locations in California. They provide financial guidance to individuals who are accumulating and protecting assets, planning for retirement, or transferring their wealth to the next gene...
Strengths
- WealthSpring has a strong market share in their industry
- Revenue growth is more steady than the industry average
- Since WealthSpring was founded, the company has grown faster than the industry average
Weaknesses
- Revenue generated per employee is less than the industry average
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
Annual Revenue
WealthSpring's annual revenue
$7550000
Based on Kona Equity data
-
Revenue per employee
$755000
-
Variance of revenue growth
0.07
-
Annual revenue growth since founding
$959333
-
Revenue growth rate from first known quarter to current
-52.8%
Employee Count
10 employees
-
Employee growth rate from first known quarter to current
-55.7%
Executives
John Willett
Co-Founder
j**@wealthspringpartners.comTodd Neal
President
t**@wealthspringpartners.comDavena Williams-Booker
Owner
d**@wealthspringpartners.comLeslie Wiberg
Partner, Managing Director
l**@wealthspringpartners.comChris Neal
Managing Partner
c**@wealthspringpartners.comTracy Wu
Manager, Financial Planning Services
t**@wealthspringpartners.comKen Krell
CEO
k**@wealthspringpartners.comRajesh Prasad
Executive Director
r**@wealthspringpartners.comJason Douglas
Partner, Chief Investment Strategist
j**@wealthspringpartners.comThomas Ryan
Partner, Chief Investment Strategist
t**@wealthspringpartners.comLeigh Zhang
Chief Information Officer
l**@wealthspringpartners.comEpe Barcela
Social Media Specialist & Virtual Assistant
e**@wealthspringpartners.comPhone Wealthspring
Founder & Chief Executive Officer
p**@wealthspringpartners.comChristie Greenfield
Manager, Client Services
c**@wealthspringpartners.comVivienne Yao
Personal Banking Consultant
v**@wealthspringpartners.comG Score - 3
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.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
Location
Unlock unlimited leads
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Key Information
- Name: WealthSpring
- Category: Investment management
- Industry: Financial Planner
See similar companies
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By City Long Beach Small Financial Planner in Long Beach Mid-size Financial Planner in Long Beach Investment management in Long Beach Small Investment management in Long Beach Mid-size Investment management in Long Beach
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By State CA Small companies in CA Investment management in CA Small Investment management in CA Mid-size Investment management in CA Small Financial Planner in CA Mid-size Financial Planner in CA
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By Category Investment management Small Investment management Mid-size Investment management
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By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Investment management and Financial Planner
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Firmographic data G Score of 3 Founded in 2016
Frequently Asked Questions
WealthSpring's headquarters are located at 111 W. Ocean Blvd., Ste. 1120 Long Beach, CA 90802.
WealthSpring's official website is wealthspringpartners.com
WealthSpring's annual revenue is $7.5 M.
WealthSpring has 10 employees
WealthSpring is in the industry of Investment management.
