Where are WealthPRIME employees located globally?

WealthPRIME has employees across 1 continents and 1 countries including United States Of America.

How has WealthPRIME's team size changed over time?

WealthPRIME's team has decreased from approximately 5 to 4 employees based on available data.

WealthPRIME Employee Directory

Q: Who are WealthPRIME's key employees and leadership?

WealthPRIME's key employees include: Founder: D. H..

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.

WealthPRIME Global Highlights

North America
3

United States Of America
3

WealthPRIME's Leadership

D. H.
Founder
Mobile Phone
Email

WealthPRIME Employee Metrics

100%

50%

0%

2026

2025

Business
Banking
Accounting
Administrative
Analytics
Other

Contact profiles from WealthPRIME

Name

Title

Contact Info

Location

Last Update

D. H.
Founder
Mobile Phone
Email
United StatesCalifornia
May 17, 2025

Frequently Asked Questions

What is WealthPRIME known for?

WealthPRIME was founded in 1978 operates in the Financial Services industry. The company's main headquarters is located in 4100 Moorpark Avenue Suite 128 San Jose, California 95117 United States. Explore WealthPRIME's company overview page for more information.

What is WealthPRIME's most common email format?

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

How many employees does WealthPRIME have currently?

WealthPRIME has approximately 2 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are WealthPRIME's key employees and leadership?

As of May 2026, WealthPRIME's key employees include:

Founder: D. H.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

WealthPRIME Employee Directory

Find WealthPRIME employees' phone numbers or email addresses

Name search is limited — try advanced search instead