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 InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Jeana Deninger | Founder & President @Savvy Breezy | Greater Chicago Area, United States |
Email
Phone
|
| Diane Woolf | Boston, Massachusetts, United States |
Email
|
|
| Manny Johl | Insurance @ Plaid | Danville, California, United States |
View
|
| Kelsey Thompson | Media & Communications Strategist | New York City Metropolitan Area, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 1 | 1 | 0 |
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