Wela Strategies

Finance · Georgia, United States · 11-50 Employees

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Overview

Headquarters

10 Glenlake Pkwy Ste 1010, Sandy Springs...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
2
1
1
1
1

About Wela Strategies

Wela Strategies offers investment services and financial advice aimed at helping clients manage their investment accounts effectively. The company has recently updated its branding and website to enhance user experience. Intended clients include individuals seeking professional guidance in investments. Wela Strategies emphasizes a personal approach through a team that is dedicated to providing customized investment solutions.Explore more
Wela Strategies's Social MediaPopular SearchesWela Strategies IncGetwela.comWelaWela StrategiesYourWela LLCSIC Code 62,628NAICS Code 52,523Show more

Wela Strategies Org Chart

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Director, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wela Strategies

<$5M
11-50
Private
<$5M
2008
AS
Aura ShafferDirector, Operations
$12.6M
51-200
Private
$9.5M
2015
Marthin De Beer, Founder & Chief Executive Officer at BrightPlan
Marthin De BeerFounder & CEO
$10.9M
11-50
Private
-
2017
KB
Kristin BoutonDirector, Marketing & Promotions
$8.9M
201-500
Private
-
1999
RK
Ruhi KhanOperations& Customer Service Head
$5.5M
11-50
Private
$38.5M
2020
TM
Tammo MuellerChief Technology Officer
<$5M
11-50
Private
-
2007
<$5M
1-10
Private
-
2013
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

Wela Strategies is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Wela Strategies is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wela Strategies.

Wela Strategies financials insights

Gather financial insights about Wela Strategies, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2017

Private Equity

$1.5M

See All Wela Strategies's Financials Insights

Wela Strategies Tech Stack

A closer look at the technologies used by Wela Strategies

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Frequently Asked Questions Regarding Wela Strategies

What is Wela Strategies's official website?
Wela Strategies's official website is www.getwela.com
What is Wela Strategies's Revenue?
Wela Strategies's revenue is <$5 Million
What is Wela Strategies's SIC code?
Wela Strategies's SIC: 62,628
What is Wela Strategies's NAICS code?
Wela Strategies's NAICS: 52,523
How many employees does Wela Strategies have?
Wela Strategies has 11-50 employees
What industry does Wela Strategies belong to?
Wela Strategies is in the industry of: Finance, Securities Trading
What is Wela Strategies competition?
Wela Strategies top competitors include: U-Nest, Klever Insight, Personalfn, TAO Asset Management
What technology does Wela Strategies use?
Some of the popular technologies that Wela Strategies uses are: Bullhorn, Barracuda Networks, Google Cloud Web Serving, Google Cloud Platform
What does Wela Strategies do?

Wela Strategies offers investment services and financial advice aimed at helping clients manage their investment accounts effectively. The company has recently updated its branding and website to enhance user experience. Intended clients include individuals seeking professional guidance in investments. Wela Strategies emphasizes a personal approach... through a team that is dedicated to providing customized investment solutions.Read More

What are Wela Strategies social media links?
Wela Strategies Linkedin page Wela Strategies Twitter page
Is Wela Strategies a public company?
Wela Strategies is private company therefore does not currently have an official ticker symbol
See more information about Wela Strategies

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