Insights

Innovative Financial Tools WealthPRIME's cutting-edge smart calculator and advanced retirement planning solutions demonstrate its commitment to leveraging technology for highly personalized financial planning. This presents opportunities to offer complementary fintech integrations or custom software enhancements to further boost its competitive edge.

High-Net-Worth Focus With founders and services tailored to high-net-worth individuals, WealthPRIME is positioned well to expand its premium wealth management offerings. Partnering to provide exclusive investment opportunities or concierge services could attract more affluent clients seeking sophisticated financial solutions.

Technology Stack Usage The company's adoption of modern web technologies like Laravel, Nginx, and Elementor indicates openness to scalable and innovative software solutions. This creates potential sales opportunities for advanced data analytics, cybersecurity enhancements, or digital marketing tools to support growth.

Market Niche and Expansion Operating within a specialized segment of financial services focused on customized plans for high-net-worth clients allows potential collaboration with firms offering alternative investments or tax optimization strategies to expand WealthPRIME’s service portfolio.

Growth Potential With revenue estimates between one and ten million dollars and a small team, WealthPRIME is positioned for targeted growth initiatives. Offering scalable SaaS solutions or strategic consulting could accelerate their expansion in the competitive financial advisory market.

WealthPRIME Tech Stack

WealthPRIME uses 8 technology products and services including WP Rocket, Font Awesome, GSAP, and more. Explore WealthPRIME's tech stack below.

  • WP Rocket
    Caching
  • Font Awesome
    Font Scripts
  • GSAP
    Javascript Frameworks
  • Moment.js
    Javascript Libraries
  • Elementor
    Page Builders
  • Piwik PRO Core
    Web Analytics
  • Laravel
    Web Frameworks
  • Nginx
    Web Servers

Media & News

WealthPRIME's Email Address Formats

WealthPRIME uses at least 1 format(s):
WealthPRIME Email FormatsExamplePercentage
First@wealthprime.comJohn@wealthprime.com
100%

Frequently Asked Questions

Where is WealthPRIME's headquarters located?

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WealthPRIME's main headquarters is located at 4100 Moorpark Avenue Suite 128 San Jose, California 95117 United States. The company has employees across 1 continents, including North America.

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

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

What is WealthPRIME's NAICS code?

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

How many employees does WealthPRIME have currently?

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As of May 2026, WealthPRIME has approximately 2 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?

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WealthPRIME operates in the Financial Services industry.

What technology does WealthPRIME use?

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WealthPRIME's tech stack includes WP RocketFont AwesomeGSAPMoment.jsElementorPiwik PRO CoreLaravelNginx.

What is WealthPRIME's email format?

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

When was WealthPRIME founded?

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WealthPRIME was founded in 1978.

WealthPRIME

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.

Section iconCompany Overview

Headquarters
4100 Moorpark Avenue Suite 128 San Jose, California 95117 United States
NAICS Code
52 - Finance and Insurance
Founded
1978
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    WealthPRIME's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    WealthPRIME's revenue is estimated to be in the range of $1M$10M

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