Wealth Factory

Wealth Factory

Financial Services 90 S 400 W 26 employees
Employees
26
Contacts
4
Emails
4
Phones
2

Wealth Factory Overview

Headquarters
90 S 400 W
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
26
Founded
2014
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Wealth Factory

We help entrepreneurs and business owners keep more of their money and increase monthly cash flow without having to work harder, take on more risk, or hire a single new employee. Built by entrepreneurs, for entrepreneurs, we understand the specific needs of self-employed entrepreneurs, small business owners, sole proprietors, professional service providers and freelancers. Unlike traditional financial plans that focus exclusively on retirement planning, we teach you money-management techniques that require no painful budgeting, yet frees up your monthly cash flow immediately. These easy-to-implement techniques are extremely powerful and allow you to deploy and enjoy your hard-earned money today rather waiting 20-30 years for retirement. Once cash flow is optimized, we’ll give you a plan to build long-term, sustainable wealth by identifying investments that suit you own personal Investor DNA™. This innovative approach takes into account your personality, education and strengths with every investment decision you make. This is the only sure-fire method we’ve discovered that puts you in complete control of your financial plan. It leverages what you know best to preserve your wealth and help avoid painful investment losses. As busy entrepreneurs ourselves, we’re mindful of the hectic pace of life that comes with owning your own business. As a result, our trainings avoid overly technical economic theory or confusing financial terminology. Instead, we explain everything in full detail, without jargon, using simple direct language that gets to the point quickly to save you time and money. We commit ourselves to helping the helpers (business owners like you) enjoy the money they earn right now while simultaneously building a lasting legacy of wealth for your family. If you want to build sustainable wealth, increase your monthly cash flow and enjoy financial freedom, we believe we have all the tools and training you need to live the life you love.

Wealth Factory Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
2
50.0% coverage

Wealth Factory Org Chart

Sample employees and titles
Name Title Contact
Derrick P. Larsen Wealth Architect at Wealth Factory
Email Phone
Matt Hart Director of Client Success
Email
Steve L. Martin Iii Sr. Wealth Strategist @ Wealth Factory
Email Phone
Daniel Vasconcelos (Msc., Mba) Managing Business Broker - Boston
Email

Employees by Management Level

Individual contributor 10 profiles
Senior / Lead 2 profiles
Executive 1 profile
Director 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 4 4 1
IT 1 1 1
Marketing 1 1 0

Wealth Factory Tech Stack

Engineering 1 profile
Product / design 1 profile

Compare Similar Companies to Wealth Factory