Wealthramp

Wealthramp

Financial Services Boston, Ma, United States 8 employees
Employees
8
Contacts
3
Emails
3
Phones
2

Wealthramp Overview

Headquarters
Boston, Ma, United States
Phone Number
Available in AeroLeads
Website
wealthramp.com
Industry
Financial Services
Employees
8
Founded
2019
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Wealthramp

Wealthramp is an advisor-matching service with a mission to connect people to the right fee-only advisor who will help them meet their financial goals throughout their life. We are the only advisor matching platform that doesn’t sell consumers’ information or share without their permission. Every advisor invited to join our network is personally vetted by Founder & CEO Pam Krueger, who has decades of experience in the investment industry and media educating people to never settle for an advisor who doesn’t exceed their expectations. Unlike brokers who sell products and earn commissions, the independent fiduciary CFPs, CFAs and CPAs at Wealthramp are legally held to act solely in clients’ best interests and have the expertise and characteristics essential to building a relationship with a client that lasts generations. The right advisor will deliver more value than the fee you pay them.

Wealthramp Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
2
50.0% coverage

Wealthramp Org Chart

Sample employees and titles
Name Title Contact
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Diane Woolf
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Manny Johl Insurance @ Plaid
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Kelsey Thompson Media & Communications Strategist
Email Phone

Employees by Management Level

Individual contributor 2 profiles
Executive 1 profile
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 1 1 0

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