stars 1 stars 2 stars 3

WealthVest is a catalyst, accelerating innovation and distribution in the annuity industry. For insurance carriers, we facilitate faster, smarter product launches backed by deep market insight. For broker-dealers, banks, and registered investment advisors, we boost sales and market share through branded distribution, dedicated case management, integrated platforms, and data-driven sales enablement. For financial professionals, we offer tools, training, and strategies that optimize portfolios, build trust and strengthen relationships. Across all of our partnerships, we work to accelerate progress, sharpen execution, and exceed expectations. Securities brokerage services offered through World Equity Group, Inc. Member FINRA/ SIPC and a Registered Investment Advisor. 425 N. Martingale Road Suite 1220 Schaumburg, IL 60173. www.worldequitygroup.com. WealthVest, LLC. is neither owned nor controlled by World Equity Group, Inc., WealthVest, LLC. and World Equity Group, Inc, are independent companies. Social Media Disclosures and Privacy Policy: https://www.wealthvest.com/legal-and-privacy

Website https://www.wealthvest.com/
Revenue $19.3 million
Funding $2.6 million
Employees 98 (75 on RocketReach)
Founded 2009
Address 2485 Manley Rd., Bozeman, Montana 59715, US
Phone +1 877-595-9325
Technologies
Industry Financial Services, Advertising & Marketing, Fixed and Fixed Income Annutities, Business Services, Marketing, Sales Support, Sales and Marketing, Social Media Marketing for Financial Professionals, Relationships with Premier Insurance Carriers, Secondary Market Income Annuities, Consumer Leads for Financial Advisors
Web Rank 7 Million
Keywords Retirement Planning, Wealth Management, Retirement Income, Financial Planning, Financial Advisor, Investment Strategies, Retirement Solutions, Financial Security, Estate Planning, Portfolio Management, Investment Management, Retirement Accounts, Wealth Preservation, Tax Planning, Fiduciary Services, Asset Protection, Risk Management, Long Term Care, Legacy Planning, Insurance Planning
Competitors Fidelity Investments, Schwab Advisor Services, Vanguard, Prudential Financial, Merrill Edge, Edward Jones, AIG, BlackRock, TIAA, American Funds +52 more (view full list)
SIC SIC Code 874 Companies, SIC Code 87 Companies
NAICS NAICS Code 541613 Companies, NAICS Code 541 Companies, NAICS Code 54161 Companies, NAICS Code 5416 Companies, NAICS Code 54 Companies

WealthVest Questions

The WealthVest annual revenue was $19.3 million in 2026.

Wade Dokken is the Founder of WealthVest.

75 people are employed at WealthVest.

WealthVest is based in Bozeman, Montana.

The NAICS codes for WealthVest are [541613, 541, 54161, 5416, 54].

The SIC codes for WealthVest are [874, 87].

Top WealthVest Employees

View Similar People
Learn More
How It Works
get free account
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
search page
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies – all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
get contact page
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Leader Summer 2026 G2 Best Est ROI Mid-Market Summer 2026 G2 Easiest Admin Mid-Market Summer 2026 G2 Most Implementable Summer 2026 G2 Best Results Mid-Market Summer 2026 G2 Lead Capture Mid-Market Summer 2026 Inc Fastest Growing Private Companies 2026 Inc Best Workplace 2025
g2crowd
G2Crowd Trusted
chromestore
300K+ Plugin Users