Wealthramp

Wealthramp Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

Wealthramp is an advisor-matching service with a mission to connect people to the right fee-only advisor who will help them meet their financial goals throughout their life. We are the only advisor matching platform that doesn’t sell consumers’ information or share without their permission. 

Every advisor invited to join our network is personally vetted by Founder & CEO Pam Krueger, who has decades of experience in the investment industry and media educating people to never settle for an advisor who doesn’t exceed their expectations. Unlike brokers who sell products and earn commissions, the independent fiduciary CFPs, CFAs and CPAs at Wealthramp are legally held to act solely in clients’ best interests and have the expertise and characteristics essential to building a relationship with a client that lasts generations.

The right advisor will deliver more value than the fee you pay them.

Find Wealthramp employees' phone numbers or email addresses

Wealthramp Global Highlights

Location
Employees

North America
9

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  • United States Of America
    8
  • Canada
    1

Wealthramp's Leadership

  • Stylized image of a person
    E. L.
    Chief Revenue Officer (cro)
    Phone icon
  • Stylized image of a person
    K. T.
    Head Of Pr And Communications
    Phone icon
  • Stylized image of a person
    L. G.
    Head Of Digital Experience
    Phone icon
  • Stylized image of a person
    P. K.
    Ceo
    Phone icon
  • Stylized image of a person
    D. W.
    Cfo
    Phone icon
  • Stylized image of a person
    N. O.
    Project Manager
    Phone icon
  • Stylized image of a person
    D. P.
    Board Member
    Phone icon
  • Stylized image of a person
    E. S.
    Board Of Advisors
    Phone icon

Contact profiles from Wealthramp

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. K.
    Ceo
    Phone icon
    United States
    Oct 09, 2025
  • Stylized image of a person
    D. W.
    Cfo
    Phone icon
    United StatesMassachusetts
    Oct 29, 2025
  • Stylized image of a person
    E. L.
    Chief Revenue Officer (cro)
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    K. T.
    Head Of Pr And Communications
    Phone icon
    United StatesNew York
    Oct 30, 2025
  • Stylized image of a person
    L. G.
    Head Of Digital Experience
    Phone icon
    Canada
    Oct 29, 2025
  • Stylized image of a person
    N. O.
    Project Manager
    Phone icon
    United StatesColorado
    Oct 30, 2025
  • Stylized image of a person
    D. P.
    Board Member
    Phone icon
    United States
    Sep 09, 2025
  • Stylized image of a person
    E. S.
    Board Of Advisors
    Phone icon
    United StatesConnecticut
    Jul 30, 2024

Frequently Asked Questions

What is Wealthramp known for?

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Wealthramp was founded in 2019 operates in the Financial Services industry. The company's main headquarters is located in Boston, MA US. Explore Wealthramp's company overview page for more information.

What is Wealthramp's most common email format?

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

How many employees does Wealthramp have currently?

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Wealthramp has approximately 11 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Wealthramp's key employees and leadership?

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As of October 2025, Wealthramp's key employees include:

  • Chief Revenue Officer (cro): E. L.
  • Head Of Pr And Communications: K. T.
  • Head Of Digital Experience: L. G.
  • Ceo: P. K.
  • Cfo: D. W.

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