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WealthMark Logo
WealthMark CB Rank
1789648
Heat Score
40
WealthMark is a financial advisory firm that offers investment strategies, portfolio management, estate, and tax planning services.
Founded
obfuscation
Private Bellingham, Washington, United States1-10 www.wealthmarkllc.com/index
Advice
Financial Services
Impact Investing
Professional Services
Risk Management
Overview

WealthMark
Heat Score
40

Growth Score
pts
in past quarter
Heat Score 40
-11 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About WealthMark

CB Rank
1789648
WealthMark is a financial advisory firm that offers investment strategies, portfolio management, estate, and tax planning services.
Founded
obfuscation
Private Bellingham, Washington, United States1-10 www.wealthmarkllc.com/index
Advice
Financial Services
Impact Investing
Professional Services
Risk Management

Key People

Details

Legal Name WealthMark, LLC.
Operating Status Active
Company Type For Profit
Founders  Ben Esget
Phone Number +1 360-734-1323
Contact Email ben@wealthmarkllc.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Crucible Multi-Strategy Portfolio
A portfolio combining seven strategies that adjust based on market conditions and economic cycles to manage risk and returns.
DaVinci Fixed Income Portfolio
An all-bond portfolio applying risk budgeting to fixed income assets to manage risk and returns.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 8

Employee Profiles

News
Technology
View Tech Report

IT Spend

$84.2KThis year, WealthMark is projected to spend $84.2K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Innovation Logo
Innovation
86
Company Relocation Logo
Company Relocation
78
AI PC (Artificial Intelligence Personal Computer) Logo
AI PC (Artificial Intelligence Personal Computer)
78

Actively Used Products

11WealthMark uses 11 technology products and services including HTML5, Cloudflare CDN, and  Bootstrap, according to G2 Stack.

Active Website Tech Count

3WealthMark is actively using 3 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  Euro.
Sub-Organizations
Frequently Asked Questions

Where is WealthMark's headquarters? WealthMark is located in Bellingham, Washington, United States.Who are WealthMark's competitors? Alternatives and possible competitors to WealthMark may include HighTower Advisors, Creative Planning, and  EP Wealth Advisors.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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