80
54
Growth Score
-9 pts
Heat Score
14 pts
Company Performance Metrics
Score
Trend
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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
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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248267
WealthVest is a financial services marketing and distribution firm in Montana.
- Lincoln Collins: President, Chief Operating OfficerPast Role: Gainfully, Board Member
- Kevin Beard: Chief Strategy OfficerPast Role: Atria Wealth Solutions, Chief Growth Officer and Founding Partner
About the Company
WealthVest wholesaler is supported by an extensive marketing and creative services team.
