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 InsuranceMonetary Authorities-Central Bank
Keywords
Structured Investments
Structured Notes
Market Linked CDs
Fixed and Fixed Index Annuities
Life Insurance
Multi-Year Guaranteed Annuities
Longevity and Income Planning
Financial Market Analysis
Wholesaling Financial Services
Bank and Broker-Dealer Back Office Support
Carrier Relationship Management
Financial Services Distribution
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 | Location | Contact |
|---|---|---|---|
| Ryan Akers | Regional Vice President @ Wealthvest / Aspida Annuities | Tampa, Florida, United States |
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 | Los Angeles, California, United States |
Email
Phone
|
| Brian Sweeney | Wayne, Pennsylvania, United States |
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 | 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
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