What departments does WealthVest have?

WealthVest has employees across 11 departments including Operations, Marketing, Business, Sales, Accounting.

What is the largest department at WealthVest?

The largest department at WealthVest is Marketing with 5 employees.

Where are WealthVest employees located globally?

WealthVest has employees across 3 continents and 5 countries including Philippines, China, United States Of America, Canada, Australia.

How has WealthVest's team size changed over time?

WealthVest's team has decreased from approximately 127 to 101 employees based on available data.

WealthVest Employee Directory

Financial ServicesMontana, United States51-200 Employees

WealthVest is a mid-sized Bozeman, Montana-based financial services firm that functions as a distributor and innovator within the annuity market. It supports insurance carriers by helping them bring new products to market more quickly and with deeper market insight. For broker-dealers, banks, and registered investment advisers, it aims to boost sales and market share through branded distribution, dedicated case management, integrated platforms, and data-driven sales enablement. For financial professionals, WealthVest provides tools, training, and strategies to optimize portfolios and strengthen client relationships.

WealthVest Global Highlights

North America
181

United States Of America
180
Canada
1

Asia
3

Philippines
2
China
1

Oceania
3

Australia
3

WealthVest's Leadership

A. L.
Chief Operating Officer
Mobile Phone
Email
A. K.
Chief Marketing Officer
Mobile Phone
Email
T. P.
Chief Investment Strategist
Mobile Phone
Email
T. L.
Vice President National Accounts
Mobile Phone
Email
Q. C.
Vp Of Information Technology
Mobile Phone
Email
B. W.
Vice President Human Resources And Talent Development
Mobile Phone
Email
K. P.
Vice President Service And Operations
Mobile Phone
Email
M. S.
Vice President Of Sales / National Sales Manager
Mobile Phone
Email

WealthVest Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Education
Information Technology
Sales
Other
Accounting
Community & Social Services

Contact profiles from WealthVest

Name

Title

Contact Info

Location

Last Update

W. S.
Regional Vice President
Mobile Phone
Email
United StatesTennessee
Sep 09, 2025
B. W.
Vice President Human Resources And Talent Development
Mobile Phone
Email
Jul 17, 2025
J. A.
Regional Vice President
Mobile Phone
Email
Oct 23, 2024
K. P.
Vice President Service And Operations
Mobile Phone
Email
May 15, 2023
M. J.
Vice President, Controller
Mobile Phone
Email
Sep 19, 2024
M. K.
Vp, Controller
Mobile Phone
Email
United StatesMontana
Jun 09, 2026
M. S.
Vice President Of Sales / National Sales Manager
Mobile Phone
Email
United StatesMontana
Jul 07, 2025
M. L.
Regional Vice President Hybrid Life And Ltc
Mobile Phone
Email
United StatesTexas
Oct 22, 2024
J. B.
Marketing Director
Mobile Phone
Email
United StatesMontana
May 18, 2026
B. B.
Director Of Product Development
Mobile Phone
Email
United StatesMontana
Jun 09, 2026

Frequently Asked Questions

What is WealthVest known for?

WealthVest was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 2485 Manley Road Bozeman, Montana 59715 United States; you can contact the main corporate office by phone at

+1-415-391-****

. Explore WealthVest's company overview page for more information.

What is WealthVest's most common email format?

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

How many employees does WealthVest have currently?

WealthVest has approximately 100 employees as of June 2026. These team members are located across 3 continents, including North AmericaAsiaOceania.

Who are WealthVest's key employees and leadership?

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

Chief Operating Officer: A. L.
Chief Marketing Officer: A. K.
Chief Investment Strategist: T. P.
Vice President National Accounts: T. L.
Vp Of Information Technology: Q. C.

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WealthVest Employee Directory

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