What departments does WealthCrossing have?

WealthCrossing has employees across 4 departments including Finance, Operations, Arts & Design, Consultant.

What is the largest department at WealthCrossing?

The largest department at WealthCrossing is Finance with 2 employees.

Where are WealthCrossing employees located globally?

WealthCrossing has employees across 2 continents and 3 countries including India, Bangladesh, United States Of America.

How has WealthCrossing's team size changed over time?

WealthCrossing's team has decreased from approximately 22 to 19 employees based on available data.

WealthCrossing Employee Directory

Financial ServicesVirginia, United States11-50 Employees

WealthCrossing is a financial services firm that integrates planning, taxes, and asset management into a single, client-tailored strategy. It emphasizes an independent, transparent approach, offering personalized advice without product commissions and focusing on strategic tax planning as a core capability. It serves individuals and households seeking to align tax strategies with investments and long-term goals, addressing the complexity of financial decisions with a holistic view. Based in Richmond, Virginia, the firm positions itself around clarity in the financial life of its clients. In October 2025, WealthCrossing was recognized as No. 59 on CNBC's Financial Advisor 100 list.

WealthCrossing Global Highlights

North America
28

United States Of America
28

Asia
3

India
2
Bangladesh
1

WealthCrossing's Leadership

A. B.
Ceo And Founder
Mobile Phone
Email
D. W.
Partner & Senior Advisor
Mobile Phone
Email
J. B.
Senior Financial Advisor | Partner
Mobile Phone
Email
S. S.
Partner & Senior Financial Advisor
Mobile Phone
Email
C. C.
Partner
Mobile Phone
Email
M. W.
Director Of Advisor Enablement & Operations
Mobile Phone
Email
N. C.
Tax Director
Mobile Phone
Email
M. M.
Controller
Mobile Phone
Email

WealthCrossing Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from WealthCrossing

Name

Title

Contact Info

Location

Last Update

N. B.
Senior Tax Associate
Mobile Phone
Email
UNITED STATES
Oct 23, 2024
E. C.
Tax Advisor
Mobile Phone
Email
United StatesVirginia
May 26, 2026
A. L.
Associate Advisor
Mobile Phone
Email
United StatesVirginia
Feb 24, 2026
R. T. S.
Client Care Coordinator
Mobile Phone
Email
United StatesVirginia
Jun 26, 2026
M. C.
Advisor
Mobile Phone
Email
United StatesKentucky
Jun 25, 2026
C. S.
Cient Service Specialist
Mobile Phone
Email
United StatesNorth Carolina
May 28, 2026
C. B.
Client Service Representative
Mobile Phone
Email
United StatesVirginia
Feb 24, 2026
A. L. F.
Graphic Designer
Mobile Phone
Email
BangladeshDhaka
Feb 21, 2025
C. B.
Service Representative
Mobile Phone
Email
United States
Oct 17, 2024
E. M.
Associate Tax Advisor
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is WealthCrossing known for?

WealthCrossing was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 1001 Haxall Point Suite 705 Richmond, Virginia 23219 United States; you can contact the main corporate office by phone at

+1-804-774-****

. Explore WealthCrossing's company overview page for more information.

What is WealthCrossing's most common email format?

WealthCrossing employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more WealthCrossing email formats with LeadIQ.

How many employees does WealthCrossing have currently?

WealthCrossing has approximately 25 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are WealthCrossing's key employees and leadership?

As of June 2026, WealthCrossing's key employees include:

Ceo And Founder: A. B.
Partner & Senior Advisor: D. W.
Senior Financial Advisor | Partner: J. B.
Partner & Senior Financial Advisor: S. S.
Partner: C. C.

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WealthCrossing Employee Directory

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