Address : 8200 Greensboro Drive, McLean, Virginia 22102, United States
Phone Number : +1 703-348-8523
Industries : Financial Services
Website : wealthcentral.com
Company Description
WealthCentral provides financial advisors with the solutions needed to guide clients toward a prosperous financial future. WealthCentral and its products are at the center of the relationship between advisors and their clients.From the early engagement and prospecting phase, to detailed financial goal and spending milestones, to product recommendations, and secure communications and document storage, our portfolio of products empower advisors to guide clients on their financial journey.
Specialities
- Proactive Financial Planning
- Financial Advisor Tools
- Financial Technology
- Goals Based Financial Planning
- Financial Services
- Information Technology & Services
- Finanical Planning Tools
- Financial Software
- Wealth Management Software
- Retirement Planning Solutions
- Finance Technology
Financial
Employees Total : 50
Revenue (Yearly) : 4M
Miscellaneous
Founded in : 2009
Youtube : @vestevo3506/featured
Facebook : profile.php
Linkedin : wealthcentralinc
Domain Name Services : Route 53
Email Providers : Mimecast
Email Providers : Outlook
Hosting : Google Cloud Hosting
Support and Feedback : Zendesk
Load Balancers : Nginx
Last Updated : 2023-12-08
Employees
- Gene Foxwell ( Lead UX Developer )
- Bryan Lee ( Vice President, Operations and Enterprise Sales )
- Paul Magis ( Chief Executive Officer )
- Rajeshkumar Gurusamy ( Software Engineer )
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