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WealthVest Employee Directory

Financial ServicesMontana, United States51-200 Employees

WealthVest has about 95 employees across 3 continents, most of them in North America. By country, the largest groups are United States Of America (97%), Philippines (1%) and Australia (1%). Banking and Business make up over half of the profiles with a known department. WealthVest's workforce spans 13 departments.

Find WealthVest employees' phone numbers or email addresses

WealthVest Global Highlights

Location
Employees

North America
162

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  • United States Of America
    162

Asia
3

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  • Philippines
    2
  • China
    1

Oceania
2

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  • Australia
    2

North America accounts for 97% of WealthVest's workforce, followed by Asia (2%) and Oceania (1%).

WealthVest's Leadership

  • Vice President Human Resources And Talent Development at WealthVest
    B. W.
    Vice President Human Resources And Talent Development
    Mobile Phone
  • Vice President Service And Operations at WealthVest
    K. P.
    Vice President Service And Operations
    Mobile Phone
  • Regional Vice President at WealthVest
    J. A.
    Regional Vice President
    Mobile Phone
  • Vice President, Controller at WealthVest
    M. J.
    Vice President, Controller
    Mobile Phone
  • Director Of Business Development at WealthVest
    F. G.
    Director Of Business Development
    Mobile Phone
  • Regional Director at WealthVest
    M. F.
    Regional Director
    Mobile Phone
  • Regional Director at WealthVest
    S. S.
    Regional Director
    Mobile Phone
  • Institutional Marketing Manager at WealthVest
    D. S.
    Institutional Marketing Manager
    Mobile Phone

WealthVest Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Education
  • Information Technology
  • Sales
  • Other
  • Accounting
  • Community & Social Services
  • Arts & Design

Banking is the largest department at 62% of profiles with a known department, followed by Business (6%) and Sales (6%).

Contact profiles from WealthVest

Name
Title
Contact
Location
Last Update
  • Vice President Human Resources And Talent Development at WealthVest
    B. W.
    Vice President Human Resources And Talent Development
    Mobile Phone
    Jul 17, 2025
  • Regional Vice President at WealthVest
    J. A.
    Regional Vice President
    Mobile Phone
    Oct 23, 2024
  • Vice President Service And Operations at WealthVest
    K. P.
    Vice President Service And Operations
    Mobile Phone
    May 15, 2023
  • Vice President, Controller at WealthVest
    M. J.
    Vice President, Controller
    Mobile Phone
    Sep 19, 2024
  • Director Of Business Development at WealthVest
    F. G.
    Director Of Business Development
    Mobile Phone
    Oct 21, 2024
  • Regional Director at WealthVest
    M. F.
    Regional Director
    Mobile Phone
    Oct 23, 2024
  • Regional Director at WealthVest
    S. S.
    Regional Director
    Mobile Phone
    Oct 23, 2024
  • Institutional Marketing Manager at WealthVest
    D. S.
    Institutional Marketing Manager
    Mobile Phone
    Oct 23, 2024
  • Project Manager at WealthVest
    K. P.
    Project Manager
    Mobile Phone
    Oct 21, 2024
  • Marketing Content Manager at WealthVest
    K. S.
    Marketing Content Manager
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What are the largest departments at WealthVest?

Minus sign iconPlus sign iconBanking is the largest department at 62% of profiles with a known department, followed by Business (6%) and Sales (6%). WealthVest's workforce spans 13 departments.

Where are WealthVest's employees located?

Minus sign iconPlus sign iconWealthVest has about 95 employees across 3 continents, most of them in North America. North America accounts for 97% of WealthVest's workforce, followed by Asia (2%) and Oceania (1%). By country, the largest groups are United States Of America (97%), Philippines (1%) and Australia (1%).

How many employees does WealthVest have currently?

Minus sign iconPlus sign iconWealthVest has approximately 95 employees as of October 2026. These team members are located across 3 continents, including North America, Asia and Oceania.

Who are WealthVest's key employees and leadership?

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As of October 2026, WealthVest's key employees include:

  • Vice President Human Resources And Talent Development: B. W.
  • Vice President Service And Operations: K. P.
  • Regional Vice President: J. A.
  • Vice President, Controller: M. J.
  • Director Of Business Development: F. G.

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

What is WealthVest's most common email format?

Minus sign iconPlus sign iconWealthVest employees' email format typically follows the pattern of FLast@wealthvest.com. Trying to find reliable and up-to-date employee contact data? Find more WealthVest email formats with LeadIQ.

What is WealthVest known for?

Minus sign iconPlus sign iconWealthVest was founded in 2009 and operates in the Financial Services industry. You can contact WealthVest's main corporate office by phone at
+1-415-391-****
. Explore WealthVest's company overview page for more information.

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