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VerifiedFinancial Services· Founded 1978

Wealthprime

WealthPRIME is an industry-first, smart calculator that uses the complex tax laws coupled with sophisticated retirement plan vehicles to generate a personalized financial profile based on an investor’s income and various other factors. WealthPRIME offers highly customized financial solutions on a scale only once offered through one-on-one consulting. It uses aggressive plan design strategies—unlike your average 401(k) plan—and includes advanced alternative investment opportunities that can exponentially increase account values, and provide maximum tax deductions. Dan Harding, Founder, has supplied wealth management services for high-net-worth individuals and firms for the past decade. His areas of expertise include sophisticated financial planning, tax services, and retirement planning.

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HeadquartersSan Jose, United StatesEmployees2(11 to 50)Founded year1978Websitewealthprime.comLinkedIn profileLinkedIn

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11 to 50 range

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Monthly traffic

24

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3 distinct titles indexed · top 3 shown.

  • 1director of client services
  • 1executive assistant
  • 1founder

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