Defining Your Wealth Financial Group LLC

📍Carson City, Nevada, United States
Financial Services🌐 definingyourwealth.com
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Company Description

Defining Your Wealth Financial Group LLC, founded on January 1, 2012, is a financial services company based in Carson City, Nevada, United States. With a single employee, the company specializes in B2C services and offers services such as financial planning, estate planning, real estate market updates, and 8 point tax smart framework. Their mission is to empower individuals to live and enjoy their journeys, aiming to understand their clients' needs, wants, and long-term goals.

Founded :
Industry :Financial Services
Location :Carson City, Nevada, United States
PeopleView All
SM
Sa### Mi#########
Chief Executive Officer
JT
James Thornton
VP of Engineering
PS
Priya Sharma
Head of Product
CM
Carlos Mendez
Director of Sales
EL
Emma Larsson
Chief Financial Officer
KA
Kwame Asante
Lead Data Scientist
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ProductsView All
Enterprise Suite Pro
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Analytics Dashboard
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CloudSync Manager
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Quick Stats
Founded
Domaindefiningyourwealth.com
Years Active
Certificates
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ISO 9001:2015
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SOC 2 Type II
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GDPR Compliant
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ISO 27001
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4 certifications found
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Funding History
Series C$85M
Sequoia Capital · Mar 2023
Series B$32M
Andreessen Horowitz · Jan 2021
Series A$12M
Y Combinator · Jun 2019
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