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Wealth Woman Logo
Wealth Woman CB Rank
2081887
Heat Score
36
The Wealth Woman provides financial planning services to help clients create effective financial strategies.
Founded
obfuscation
Private Plano, Texas, United States11-50 wealthwoman.com
Advice
Financial Services
Retirement
Overview

Wealth Woman
Heat Score
36

Growth Score
pts
in past quarter
Heat Score 36
-13 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Wealth Woman

CB Rank
2081887
The Wealth Woman provides financial planning services to help clients create effective financial strategies.
Founded
obfuscation
Private Plano, Texas, United States11-50 wealthwoman.com
Advice
Financial Services
Retirement

Key People

Details

Legal Name Wealth Woman, Inc.
Operating Status Active
Company Type For Profit
Founders  Mary Lyons
About the Company
Wealth Woman provides financial advisory services focused on helping women manage their finances. The company offers services including retirement income planning, investment strategies, and financial coaching.
Phone Number +1 214 238 5510
Contact Email info@wealthwoman.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Financial Planning
A service that develops tailored financial strategies including retirement, estate, tax, and charitable planning to meet individual client needs.
Protection Planning
A service offering personal insurance solutions such as life, disability income, and long-term care insurance to safeguard clients' financial security.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 1

Employee Profiles

News
Technology
View Tech Report

IT Spend

$70.1KThis year, Wealth Woman is projected to spend $70.1K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
iOS Logo
iOS
73

Active Website Tech Count

14Wealth Woman is actively using 14 technologies for its website, according to BuiltWith. These include Viewport Meta, CommonCrawl Top 50m, and  Google Maps.
Sub-Organizations
Frequently Asked Questions

Where is Wealth Woman's headquarters? Wealth Woman is located in Plano, Texas, United States.Who are Wealth Woman's competitors? Alternatives and possible competitors to Wealth Woman may include Emerging Advisor, Rolek Retirement Planning, and  American Retirement Institute.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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