Wealthshape LLC Information

Wealthshape was built on the belief that investment advice should rely on long term, proven academic evidence and everyone should have access to it. We engineer advanced, institutional grade portfolios and responsibly deliver our services at a low cost to investors from all walks of life.

Website	http://www.wealthshape.com
Employees	1 (1 on RocketReach)
Founded	2015
Phone	+1 860-837-0303
Technologies	JavaScript , HTML , Google Analytics +14 more (view full list)
Industry	Investment Management, Finance General, Financial Planning, Finance
Keywords	Wealth Management, Portfolio Management, Long-Term Investing, Investment Solutions, Investment Advice, Investment Strategies, Financial Planning, Academic Research, Low-Cost Investing, Asset Allocation, Retirement Planning, Institutional Investing, Affordable Investing, Risk Management, Algorithmic Investing, Passive Investing, Financial Technology, Active Investing, Robo Advisor
Competitors	Fidelity Investments, Vanguard, Schwab Advisor Services, Merrill Edge, ETRADE Bank c/o ETRADE Financial, LLC, Robinhood, Wealthsimple, Betterment, Acorns, Personal Capital +44 more (view full list)
SIC	SIC Code 62 Companies, SIC Code 628 Companies
NAICS	NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies

Wealthshape LLC Questions

Who is the Founder and CEO of Wealthshape LLC?

Timothy Baker is the Founder and CEO of Wealthshape LLC.

How many people are employed at Wealthshape LLC?

1 people are employed at Wealthshape LLC.

Where is Wealthshape LLC based?

Wealthshape LLC is based in Windsor, Connecticut.

What is the NAICS code for Wealthshape LLC?

The NAICS codes for Wealthshape LLC are [52, 523, 5239, 52393].

What is the SIC code for Wealthshape LLC?

The SIC codes for Wealthshape LLC are [62, 628].

Top Wealthshape LLC Employees

Timothy Baker

Founder and CEO at Wealthshape LLC

Windsor, CT, US
2
- hotmail.com
- wealthshape.com
3
- +1 860-837-XXXX
- +1 860-417-XXXX
- +1 860-945-XXXX