Insights

Personalized Finance WealthPRIME targets high customization in financial planning, suggesting a strong fit for clients seeking tailored tax-efficient retirement strategies and sophisticated plan designs beyond typical 401(k) offerings.

Tax-Optimization Focus The emphasis on aggressive plan design and advanced alternative investments signals opportunities to cross-sell tax optimization services and alternative investment access to wealthier segments.

Tech Enabled A modern tech stack including Google Cloud, HubSpot, Zoho, and analytics tags indicates capability for scalable onboarding, CRM-driven outreach, and data-backed client personalization.

Founder Depth Founder Dan Harding brings a decade of experience in wealth management, tax services, and retirement planning, offering credibility and potential for joint marketing with firms targeting high-net-worth clients.

Growth Potential Revenue range and small team size place WealthPRIME as a high-velocity, partner-friendly target for strategic alliances with larger RIA platforms or fintechs looking to augment advisory capabilities.

WealthPRIME Tech Stack

WealthPRIME uses 8 technology products and services including Linkedin Insight Tag, Calendly, WordPress, and more. Explore WealthPRIME's tech stack below.

Linkedin Insight Tag

Analytics

Calendly

Appointment Scheduling

WordPress

Content Management System

Zoho

Customer Relationship Management

Google Cloud

Infrastructure As A Service

HubSpot

Marketing Automation

Vimeo

Video Players

Piwik PRO Core

Web Analytics

WealthPRIME Email Formats	Example	Percentage
First@wealthprime.com	John@wealthprime.com	100%

WealthPRIME Email Formats

Example

Percentage

First@wealthprime.com

John@wealthprime.com

100%

Frequently Asked Questions

What is WealthPRIME's official website and social media links?

WealthPRIME's official website is wealthprime.com and has social profiles on LinkedIn.

How much revenue does WealthPRIME generate?

As of September 2026, WealthPRIME's annual revenue is estimated to be $1M - $10M.

What is WealthPRIME's NAICS code?

WealthPRIME's NAICS code is 52 - Finance and Insurance.

How many employees does WealthPRIME have currently?

As of September 2026, WealthPRIME has approximately 4 employees across 1 continents, including North America. Key team members include Founder: D. H. Explore WealthPRIME's employee directory with LeadIQ.

What industry does WealthPRIME belong to?

WealthPRIME operates in the Financial Services industry.

What technology does WealthPRIME use?

WealthPRIME's tech stack includes Linkedin Insight Tag, Calendly, WordPress, Zoho, Google Cloud, HubSpot, Vimeo and Piwik PRO Core.

What is WealthPRIME's email format?

WealthPRIME's email format typically follows the pattern of First@wealthprime.com. Find more WealthPRIME email formats with LeadIQ.

When was WealthPRIME founded?

WealthPRIME was founded in 1978.

WealthPRIME

Q: What is WealthPRIME's official website and social media links?

WealthPRIME's official website is wealthprime.com. WealthPRIME has social profiles on LinkedIn.

Q: How many employees does WealthPRIME have currently?

WealthPRIME has approximately 4 employees.

Q: What technology does WealthPRIME use?

WealthPRIME's tech stack includes jQuery, Google Hosted Libraries, PHP, Google Tag Manager, Google Analytics.

Q: What is WealthPRIME's NAICS code?

WealthPRIME's NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States2-10 Employees

WealthPRIME, based in San Jose, California, provides an industry-first smart calculator that combines complex tax rules with retirement plan design to produce a personalized financial profile based on an investor’s income and other factors. This tool enables highly customized financial solutions at a scale typically associated with one-on-one consulting. It emphasizes aggressive plan-design strategies beyond standard 401(k) plans and includes sophisticated alternative investment opportunities intended to increase account values and optimize tax deductions.

Founded by Dan Harding, who has spent the past decade delivering wealth management services to high-net-worth individuals and firms, the company specializes in advanced financial planning, tax services, and retirement planning. With a small team, WealthPRIME operates in the financial services sector, offering tailored retirement and tax-focused planning solutions for investors seeking personalized, tax-efficient guidance.

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