What is Wealth Plus, Inc.'s NAICS code?

Wealth Plus, Inc.'s NAICS code is 52 (Finance and Insurance).

Insights

Niche Market Focus Wealth Plus specializes in holistic financial management, appealing to clients seeking comprehensive strategies that also foster a healthy relationship with money, signifying opportunities to target individuals valuing personalized, integrative financial advice.

Growing Digital Infrastructure The recent launch of Citrix ShareFile indicates an emphasis on secure, cloud-based client data management, presenting opportunities to offer complementary cybersecurity or cloud solutions for enhanced data protection.

Local Market Leader Led by a well-recognized expert in the Marin County area, Wealth Plus has a strong local reputation. This provides a pathway to develop partnerships or targeted marketing campaigns within affluent regional communities.

Financial Stability With an estimated revenue between 1 million and 10 million dollars, the firm shows stable financial health, opening prospects for expansion services, technology upgrades, or strategic alliances to scale operations.

Technological Usage Utilizing a mix of web and analytics technologies such as Google Analytics and backbone.js, Wealth Plus demonstrates openness to digital tools, suggesting opportunities to introduce advanced fintech solutions or data analytics services to optimize client engagement.

Similar companies to Wealth Plus, Inc.

Wealth Plus, Inc. Tech Stack

Wealth Plus, Inc. uses 8 technology products and services including MySQL, Twemoji, Google Fonts API, and more. Explore Wealth Plus, Inc.'s tech stack below.

MySQL
Database
Twemoji
Font Scripts
Google Fonts API
Font Scripts
Backbone.js
Javascript Frameworks
MediaElement.js
Video Players
Google Analytics
Web Analytics
Apache HTTP Server
Web Servers
Nginx
Web Servers

Media & News

Wealthplusinc launches Citrix ShareFile.
Security: Wealth Plus, Inc. has introduced an online application called Citrix ShareFile.
Oct 18, 2017 | www.wealthplusinc.com

Wealth Plus, Inc.'s Email Address Formats

Wealth Plus, Inc. uses at least 1 format(s):

Wealth Plus, Inc. Email Formats	Example	Percentage
First@wealthplusinc.com	John@wealthplusinc.com	67%
First.Last@wealthplusinc.com	John.Doe@wealthplusinc.com	33%

Frequently Asked Questions

Where is Wealth Plus, Inc.'s headquarters located?

Wealth Plus, Inc.'s main headquarters is located at San Rafael, California 94901 United States. The company has employees across 2 continents, including North AmericaOceania.

What is Wealth Plus, Inc.'s phone number?

You can contact Wealth Plus, Inc.'s main corporate office by phone at

+1-415-924-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Wealth Plus, Inc.'s official website and social media links?

Wealth Plus, Inc.'s official website is wealthplusinc.com and has social profiles on LinkedIn.

How much revenue does Wealth Plus, Inc. generate?

As of December 2025, Wealth Plus, Inc.'s annual revenue is estimated to be $357K.

What is Wealth Plus, Inc.'s SIC code NAICS code?

Wealth Plus, Inc.'s SIC code is 6141 - Personal Credit Institutions NAICS code is 52 - Finance and Insurance.

How many employees does Wealth Plus, Inc. have currently?

As of December 2025, Wealth Plus, Inc. has approximately 5 employees across 2 continents, including North AmericaOceania. Key team members include Owner: J. M.Owner: J. M.: J. M.. Explore Wealth Plus, Inc.'s employee directory with LeadIQ.

What industry does Wealth Plus, Inc. belong to?

Wealth Plus, Inc. operates in the Financial Services industry.

What technology does Wealth Plus, Inc. use?

Wealth Plus, Inc.'s tech stack includes MySQLTwemojiGoogle Fonts APIBackbone.jsMediaElement.jsGoogle AnalyticsApache HTTP ServerNginx.

What is Wealth Plus, Inc.'s email format?

Wealth Plus, Inc.'s email format typically follows the pattern of First@wealthplusinc.com. Find more Wealth Plus, Inc. email formats with LeadIQ.

When was Wealth Plus, Inc. founded?

Wealth Plus, Inc. was founded in 1995.

Wealth Plus, Inc.

Q: What is Wealth Plus, Inc.'s official website and social media links?

Wealth Plus, Inc.'s official website is wealthplusinc.com. Wealth Plus, Inc. has social profiles on LinkedIn.

Q: How many employees does Wealth Plus, Inc. have currently?

Wealth Plus, Inc. has approximately 5 employees.

Q: What technology does Wealth Plus, Inc. use?

Wealth Plus, Inc.'s tech stack includes PHP, Google Analytics, Font Awesome, WordPress, Drupal.

Financial ServicesCalifornia, United States2-10 Employees

As an independent financial advisory firm, we have helped hundreds of clients achieve financial peace of mind by providing proven strategies from a holistic perspective.

Our firm is one of the few in the nation that uses a holistic approach to financial management.  In addition to providing proven strategies, we also help you build a healthy relationship with money.

Alexandra Cock, JD, CLP, is the founding principal of Wealth Plus and recognized expert in holistic financial management.  During 16 years as a Financial Advisor and 25 years as a Tax Attorney, she has been quoted in publications such as the Marin IJ and voted one of the best financial advisors in Marin County.