WEA Member Benefits
WEA Member Benefits is a financial organization created for Wisconsin public school employees and their families. It offers retirement savings (403(b) and IRA), personal insurance (auto, home, life, long-term care), and financial planning services. The company operates as a trust, reinvesting profits back into programs benefiting participants. Its unique selling...
Wealth Enhancement
Wealth Enhancement Group is a national independent wealth management firm offering comprehensive financial services to individuals, families, and business owners. Their services include financial planning, tax strategies, insurance, retirement plan consulting, and investment management[1][3][5]. The firm targets a wide range of clients, focusing on personalized financial planning through team-based processes...
Wealth Innovation Group
Wealth Innovation Group operates as a family office, providing comprehensive planning services for business owners, including wealth management, tax planning, estate planning, and risk management[3]. Their services are designed to offer holistic financial advice, combining advisory services with a Virtual Family Office experience[3]. The target audience includes successful entrepreneurs and...
Wealth Matters Consulting
Wealth Matters Consulting is a full-service consultancy providing marketing, branding, public relations, and communications services to boutique and independent wealth advisory firms. Their services include strategic marketing, branding, and public relations tailored to the wealth industry. The target audience is primarily wealth advisors, multi-family offices, and RIAs. Their unique selling...
Wealth With No Regrets
Wealth With No Regrets is a financial advisory firm based in Alpharetta, GA, offering integrated financial planning services. They provide custom-tailored retirement income strategies, investment, tax minimization, legacy, and legal planning solutions. Their target audience includes financially successful professionals, executives, business owners, and high net worth individuals. The unique selling...
Wealthcom
Wealth.com is a tech-led, end-to-end estate planning platform designed specifically for financial institutions. It empowers over 500 wealth management firms to modernize estate planning services for their clients. The platform offers comprehensive tools such as frictionless onboarding, intuitive plan creation, and AI-driven insights, covering all U.S. jurisdictions. Its unique selling...
WealthEdge Advisors
WealthEdge Advisors is a comprehensive wealth management firm that offers financial planning, investment strategies, and tax planning services. They provide real-world advice to help clients achieve optimal outcomes. Their services include wealth building, protection, and distribution, encompassing financial planning, investment management, and outside relationship management. The target audience includes high-net-worth...
WealthFluent
WealthFluent offers personalized financial tools to help individuals manage their wealth effectively. They provide a holistic approach to financial decision-making, integrating lifetime goals, portfolio management, and current market conditions. Their services include automated net worth aggregation, lifetime wealth planning, and portfolio optimization. The target audience is anyone seeking to grow...
WealthPoint
WealthPoint, LLC provides holistic business and life insurance advisory services, focusing on succession, exit, and wealth transfer planning for affluent family groups and entrepreneurs. Their services include new life insurance acquisitions, large case implementation, life settlements, and executive benefits like non-qualified deferred compensation and SERPs[1][3][4]. The target audience is closely...
Wealthramp
Wealthramp is a fintech company that connects individuals with vetted, fee-only fiduciary financial advisors. It offers services like retirement planning, investment diversification, and tax planning. The target audience is individuals seeking trusted financial advice. Wealthramp's unique selling proposition is its rigorous vetting process, ensuring all advisors are fiduciaries who prioritize...
Wealthspire Advisors
Wealthspire Advisors is a fiduciary financial advisory firm offering holistic wealth management services. They provide integrated financial planning, investment management, tax planning, and risk management to individuals, high net worth individuals, businesses, and charitable organizations[3][5]. Their unique selling proposition is an independent business model without proprietary products or sales incentives,...
WealthWave
WealthWave is a financial education and services marketing company focused on eradicating financial illiteracy. They offer financial literacy education through the 7 Money Milestones framework and provide insurance products via World Financial. Their services empower individuals to become financially independent and entrepreneurs to build scalable businesses. The target audience includes...
Weatherly Asset Management
Weatherly Asset Management is a registered investment advisor based in Del Mar, California, offering holistic wealth management services. They provide customized portfolio management, strategic financial planning, retirement planning, tax planning, philanthropic planning, and estate planning. Their target audience includes high net worth individuals, small businesses, and institutional clients. The unique...
Weave
Weave Communications, Inc. offers an all-in-one customer experience and payments software platform for small and medium-sized healthcare businesses. Their services include a world-class phone system, AI-powered growth tools, appointment scheduling, payment solutions, and analytics. The target audience is healthcare practices seeking to enhance patient engagement and streamline operations. Weave's unique...
Webber Advisors
Webber Advisors is a full-service employee benefits consulting firm specializing in financial services, healthcare, and nonprofit sectors. They offer services including employee benefits consulting, retirement plan services, human resources consulting, business insurance, and wealth management[1][5]. Their target audience includes banking institutions, healthcare providers, and nonprofit organizations[5]. The unique selling proposition...
Webster Bank
Webster Bank is a values-based commercial bank with over $73 billion in assets, offering financial solutions to businesses, individuals, and families across the Northeast. Services include Commercial Banking, Consumer Banking, HSA Bank for employee benefits, Banking as a Service (BaaS), and BrioDirect for digital banking. Their target audience spans small...
WEBSTER FIRST CREDIT UNION
On January 20, 1928, a handful of men wishing to provide deposit and loan services to their community founded Webster First Credit Union. Through written agreement, these men associated themselves with the goal of establishing a thrift institution in order to accumulate and invest the savings of its members and...
Webster First Federal Credit Union
Webster First Federal Credit Union offers banking services, including checking, loans, and mortgages, across Central and Eastern Massachusetts. They provide online banking, fraud monitoring, and ATM access without fees. Their target audience includes local residents seeking community-focused financial services. The unique selling proposition is their commitment to empowering members through...
WebTitle Agency
WebTitle Agency is a leading title insurance company based in Rochester, NY. They provide comprehensive title-related services to the banking, legal, realtor, and land development communities across New York, New Jersey, and other states[1][3]. Their services include title insurance, abstracts, and closing services[5]. The target audience includes real estate professionals,...
WebTPA
WebTPA is a third-party administrator specializing in health insurance and benefits plans, founded in 1993. They offer customized solutions for self-funded benefit plans, hospital health plans, and administrative outsourcing. Their services include advanced reporting, PPO network optimization, and COBRA/HIPAA management. WebTPA serves a wide range of industries, from manufacturing to...