We bring you the insights of the world’s top experts on money & the markets and then connect you with like-minded, independent, trustworthy professional financials who will create and manage an investment plan custom-tailored to you.
| Website | http://wealthion.com |
| Revenue | $5.5 million |
| Employees | 5 (4 on RocketReach) |
| Founded | 2021 |
| Address | 750 Third Ave Suite 702, New York, New York 10017, US |
| Phone | +1 910-867-2116 |
| Technologies |
JavaScript
,
HTML
,
PHP
+28 more
(view full list)
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| Industry | Financial Services, Human Resources & Staffing, Business Services |
| Keywords | Investment Planning, Wealth Management, Financial Planning, Investment Advice, Financial Services, Portfolio Management, Money Management, Financial Experts, Custom Portfolios, Personalized Investing, Investment Strategies, Asset Management, Retirement Planning, Market Insights, Wealth Building, Investing, Expert Insights, Long-Term Investing |
| Competitors | Fidelity Investments, Schwab Advisor Services, Vanguard, SoFi, Robinhood, Wealthsimple, Betterment, Wealthfront, Acorns, Personal Capital +40 more (view full list) |
| SIC | SIC Code 621 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies |
Looking for a particular Wealthion employee's phone or email?
Wealthion Questions
The Wealthion annual revenue was $5.5 million in 2026.
Mario Rodriguez is the Executive Producer of Wealthion.
4 people are employed at Wealthion.
Wealthion is based in New York, New York.
The NAICS codes for Wealthion are [52, 523].
The SIC codes for Wealthion are [621, 62].
Top Wealthion Employees
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Elaine Ly
Senior Content and Social Producer at Wealthion
Santa Clara, CA, US1 -
31
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Liam Cosgrove
Finance Media at Wealthion
Ponte Vedra Beach, FL, US21
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