CTOs on the Move

WealthGen Advisors

www.wealthgenadvisor.com

 
WealthGen Advisors is a fee-only, concierge wealth management firm. We specialize in generational wealth accumulation and optimized transfer strategies for business owners and retirees.
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details

Similar Companies

Aura

Aura provides affordable, credit-building loans to working families in America. Aura, a Community Development Financial Institution (CDFI), is proud to be a part of the financial technology community, delivering innovative solutions for fairness and financial inclusion. Most financial institutions see borrowers as simply a credit score. At Aura, we see the whole you. We see your potential and your dreams, and we will help you get there. Our borrowers want to make a better life for themselves and their families. Aura is here to make sure that borrowers have a true partner on their financial journey. Aura serves low and middle income communities at risk of being left behind. We have provided hundreds of thousands of affordable loans since launching in 2014. We are available in over 1,200 locations across California, Texas, Illinois and Arizona. Over two-thirds of Aura`s customers grow their credit score by an average of 312 points from their first to second loan. Aura will build on this success by further empowering borrowers, putting them on the road to financial security, and helping them to achieve their dreams.

American Enterprises Intl

American Enterprises Intl is a Germantown, WI-based company in the Financial Services sector.

Extra Credit Union

Extra Credit Union is a Warren, MI-based company in the Financial Services sector.

Arrowpoint Capital Corp

Arrowpoint Capital Corp is one of the leading companies in Financial Services industry. Arrowpoint Capital Corp is based in Charlotte, NC. You can find more information on Arrowpoint Capital Corp at www.royalsunalliance-usa.com

Boston Investor Communications Group

Boston Investor Communications Group is a Williamstown, MA-based company in the Financial Services sector.