WealthCounsel LLC

  • Legal/Attorney
  • Jersey City NJ
  • 174 employees
  • Legal Services
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Company Overview

Headquarters
3 2nd Street Suite 803, Jersey City NJ
Website
wealthcounsel.com
Phone
(888) 659-4069
Employees
174
Founded in
1997
Industry
Legal/Attorney
NAICS Code
NAICS Code 54111 Companies
NAICS Code 5411 Companies
NAICS Code 541 Companies
NAICS Code 54 Companies
SIC Code
SIC Code 81 Companies
SIC Code 811 Companies
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Financials & Stats

Revenue

$22B

Total Funding Amount

$1M

Web Visits

50,000-100,000

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Who is WealthCounsel LLC

WealthCounsel LLC is a legal technology company based in Salt Lake City, Utah. With a team of 129 employees, WealthCounsel has established itself as a leading provider of online document drafting solutions and continuing education resources for estate planning and elder law attorneys. WealthCounsel offers a comprehensive suite of products and services designed to support legal practitioners in all aspects of their practice. Their robust online document drafting platform enables attorneys to create legally sound estate planning documents quickly and efficiently, regardless of their location. In addition, WealthCounsel provides a range of coaching programs and a vast library of on-demand and live continuing education courses, helping attorneys stay abreast of legal developments and enhance their skills. One of WealthCounsel's key differentiators is its focus on serving the unique needs of estate planning and elder law attorneys. Founded and operated by attorneys, WealthCounsel possesses a deep understanding of the challenges faced by legal practitioners in this specialized field. They are committed to providing resources and support that empower attorneys to build successful and fulfilling practices. To learn more about WealthCounsel's software solutions and explore how they can improve your practice, visit their website at wealthcounsel.com or contact them to schedule a demo.

Company Leadership

Peter Parenti

Owner

Phone Email
Henna Shah

Chief Executive Officer

Phone Email
Mary Olson

Vice President Marketing

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Mark Gold

Vice President Finance

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Daniel Smith

Director Of Software Development

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WealthCounsel LLC Industry Tags

Estate & Business Planning Software
Continuing Legal Education
Community
Collaboration and Marketing
Personalized Member Support
Continuing Legal Education (CLE)
Attorney Networking and Mentorship
B2B
SaaS
Legal Services
Computer Hardware Software
Information Technology
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WealthCounsel LLC Tech Stack

JavaScript
HTML
PHP
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22M 38 Brant Lake, NY 1962
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FAQ

What is the location of WealthCounsel LLC's headquarters?
The headquarters of WealthCounsel LLC are situated at 3 2nd Street Suite 803, Jersey City NJ
What is WealthCounsel LLC's phone number?
WealthCounsel LLC's contact number is (888) 659-4069.
What is WealthCounsel LLC's official website?
The official website of WealthCounsel LLC can be found at wealthcounsel.com.
What is WealthCounsel LLC's current revenue?
As of November 2018, WealthCounsel LLC's annual revenue reached $22B.
How many employees does WealthCounsel LLC currently have?
WealthCounsel LLC employs approximately 174+ people as of November 2018
Which industries is WealthCounsel LLC primarily operating in?
WealthCounsel LLC operates in the following industries: Legal, Intellectual Property
Who is the Owner of WealthCounsel LLC?
WealthCounsel LLC's Owner is Peter Parenti
What are WealthCounsel LLC's industry tags?
WealthCounsel LLC's industry tags include: Estate & Business Planning Software, Continuing Legal Education, Community
What is WealthCounsel LLC's total funding to date?
WealthCounsel LLC has secured $1M as of November 2018
When was WealthCounsel LLC founded?
WealthCounsel LLC was founded in 1997.

Employee Directory

Key Employees

Cecil Smith

Founder

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Candace Wells

Project Manager

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Jared Ivory

Senior Software Engineer

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Creighton Scott

Saas Sales Executive

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Roberta Epifanio

Principal

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CarrieAnna McFadden

Director Of Marketing Operations

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Sarah Barton

Education Content Coordinator

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Jack Ammerman

System Administrator

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Melissa Gille

Content Manager & Strategist

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