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WealthQuotient Employee Directory

Professional Training and CoachingNew York, United States2-10 Employees

WealthQuotient is a New York-based professional training and coaching company that focuses on helping sales and fundraising professionals and the organizations they serve engage ultra-affluent individuals through referrals. The firm offers customized training seminars and workshops, along with ongoing coaching and strategy consulting, aiming to provide practical tools and a proactive, systematic approach to growth in a market that is traditionally difficult to penetrate. Positioned within the professional training and coaching industry, WealthQuotient emphasizes a broader, cross-industry perspective on ultra-affluent engagement, drawing on experience with clients across financial services, luxury, non-profit, and higher education. The company’s model centers on developing a culture and set of principals that guide more effective, bespoke engagement through referrals. Based in New York, the organization appears to operate with a small team.

Find WealthQuotient employees' phone numbers or email addresses

WealthQuotient Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

WealthQuotient's Leadership

  • Stylized image of a person
    B. G.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    P. H.
    Chief Financial Officer
    Phone icon

WealthQuotient Employee Metrics

100%
50%
0%
2026
2025
  • Education
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from WealthQuotient

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. G.
    Chief Executive Officer
    Phone icon
    United StatesNew York
    May 29, 2026
  • Stylized image of a person
    P. H.
    Chief Financial Officer
    Phone icon
    United StatesFlorida
    Apr 15, 2026

Frequently Asked Questions

What is WealthQuotient known for?

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WealthQuotient was founded in 2016 operates in the Professional Training and Coaching industry. Explore WealthQuotient's company overview page for more information.

What is WealthQuotient's most common email format?

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

How many employees does WealthQuotient have currently?

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

Who are WealthQuotient's key employees and leadership?

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As of July 2026, WealthQuotient's key employees include:

  • Chief Executive Officer: B. G.
  • Chief Financial Officer: P. H.

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