What departments does WealthVest have?

WealthVest has employees across 12 departments including Human Resources, Operations, Accounting, Business Development, Marketing.

What is the largest department at WealthVest?

The largest department at WealthVest is Marketing with 6 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.

Learn more at LeadIQ.com

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
175

United States Of America
174
Canada
1

Asia
3

Philippines
2
China
1

Oceania
3

Australia
3

WealthVest's Leadership

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

WealthVest Employee Metrics

100%

50%

2026

2025

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

Contact profiles from WealthVest

Name

Title

Contact Info

Location

Last Update

V. S.
Internal Wholesaler
Mobile Phone
Email
Oct 17, 2024
V. T.
Marketing Content Specialist
Mobile Phone
Email
Oct 17, 2024
Z. Y.
Regional Consultant
Mobile Phone
Email
Apr 25, 2025
H. T.
Link Builder
Mobile Phone
Email
PhilippinesNorthern Mindanao
Jun 30, 2026
E. B.
Key Account Operations & Compliance Officer
Mobile Phone
Email
Apr 05, 2023

Frequently Asked Questions

What is WealthVest known for?

WealthVest was founded in 2009 operates in the Financial Services industry; 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 98 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaOceania.

Who are WealthVest's key employees and leadership?

As of July 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.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

WealthVest Employee Directory

Find WealthVest employees' phone numbers or email addresses

Name search is limited — try advanced search instead