Company Management

WealthFactor

Investment Management United States 11 employees

Employees: 11
Contacts: 2
Emails: 2
Phones: 2

wealth-factor.com LinkedIn

WealthFactor Overview

Headquarters: United States
Website: wealth-factor.com
Industry: Investment Management
Employees: 11
Founded: 2017
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Factor (Evidence-based investing) Socially Responsible Investing Individual Securities Income Growth Value Tax Management Wealth Management Digital Direct Indexing Investing RiskSmart

About WealthFactor

WealthFactor is a holistic plan-based wealth manager delivering expert teams to ensure your wealth is stewarded well. Avoiding unnecessary complexity and risk, maximizes the probability you meet your goals.

WealthFactor Contact Details

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

WealthFactor Org Chart

Sample employees and titles

Name	Title	Location	Contact
Alan Ford	Director of Business Development/ Wealthfactor	Portland, Oregon Metropolitan Area, United States	Email Phone
Harish Agrawal	Legal Advisor at Wealthfactor	Indore, Madhya Pradesh, India	View
Amishi Desai	Senior Business Analyst at Wealthfactor		View
Bill Woodruff, Caia	Investor & Steward - Altruistically Aligning Interests with Purpose	Lake Oswego, Oregon, United States	Email Phone