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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.

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

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

Contact profiles from WealthVest

Name
Title
Contact
Location
Last Update
  • Internal Wholesaler at WealthVest
    V. S.
    Internal Wholesaler
    Mobile Phone
    Oct 17, 2024
  • Marketing Content Specialist at WealthVest
    V. T.
    Marketing Content Specialist
    Mobile Phone
    Oct 17, 2024
  • Regional Consultant at WealthVest
    Z. Y.
    Regional Consultant
    Mobile Phone
    Apr 25, 2025
  • Link Builder at WealthVest
    H. T.
    Link Builder
    Mobile Phone
    Philippines, Northern Mindanao
    Jun 30, 2026
  • Key Account Operations & Compliance Officer at WealthVest
    E. B.
    Key Account Operations & Compliance Officer
    Mobile Phone
    Apr 05, 2023

Frequently Asked Questions

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.

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.

How many employees does WealthVest have currently?

Minus sign iconPlus sign iconWealthVest has approximately 96 employees as of August 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 August 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.

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