WealthVest

WealthVest

Financial Services Bozeman, Montana, United States 131 employees
Employees
131
Contacts
3
Emails
3
Phones
1

WealthVest Overview

Headquarters
Bozeman, Montana, United States
Phone Number
Available in AeroLeads
Website
wealthvest.com
Industry
Financial Services
Employees
131
Founded
2009
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About WealthVest

It is projected that 78 million baby boomers will reach retirement age within the next 11 years, financial professionals need to be prepared with resources, effective products and strategic messaging to keep their client’s money safe and help them retire with dignity and confidence. However, due to shrinking pensions, retirees living longer, social security uncertainty and current market risks, traditional retirement planning is no longer effective. Understanding that traditional retirement strategies may not withstand timing risk, market crashes and other unforeseen hurdles, WealthVest saw an opportunity. WealthVest not only partners with insurance carriers that offer the most consumer-friendly products on the market, but they also provide wholesaling support making them a go-to resource for financial professionals seeking strategies to keep their client’s money safe and providing a predictable and comfortable retirement. With the fixed income and equity markets in their current state, traditional approaches may not perform effectively and a shift in retirement strategy is needed. WealthVest is proudly at the forefront of Rethinking RetirementTM with their groundbreaking thought leadership, first-class marketing strategies, operational support and dedicated wholesalers. WealthVest provides the tools, resources, practice management support and products that financial professionals need, to provide their clients a predictable retirement that has their best interest in mind. Securities Disclosures: https://www.worldequitygroup.com/privacypolicy.html Social Media Disclosures and Privacy Policy: https://www.wealthvest.com/legal-and-privacy

WealthVest Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

WealthVest Org Chart

Sample employees and titles
Name Title Contact
Ryan Akers Regional Vice President @ Wealthvest / Aspida Annuities
Email
Matt Hamann VP, National Sales Director - Distribution - Enterprise Sales & Business Development - Insurtech - Saas & Digital Platforms
View
Kenny Johnson President at Jkj Financial & Insurance Services
Email Phone
Brian Sweeney
Email

Employees by Management Level

Individual contributor 18 profiles
Executive 9 profiles
Manager 9 profiles
Senior / Lead 4 profiles
VP / Head 2 profiles
Director 2 profiles

Department Contact Coverage

Department Contacts Email Phone
Marketing 8 8 5
Executive 7 7 3
General 6 6 3
Finance 5 5 1
Sales 3 3 1
IT 1 1 0

WealthVest Tech Stack

Compare Similar Companies to WealthVest