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Wealth Architects

Wealth Architects

Updated November 2021.

95%

Employees say this is a great place to work

Company Overview

About The Company

At Wealth Architects, we believe that all of your wealth matters. As an independent wealth advisory firm, our mission is to empower our clients and their families to build wealthier lives. We do this by integrating customized wealth planning and investment management services to help our clients plan their futures and simplify their finances so they have the freedom to enjoy life to the fullest. We work with our clients and their outside advisors (tax, estate planning, insurance, lenders, bankers, etc.) to help create our clients' overarching financial picture and our job is to fill help complete the picture.

COMPANY SIZE

22 U.S.-based Employees
(Small)

Industry

Financial Services & Insurance

HQ Location

Mountain View, CA, US

Employee Demographics

Tenure

Company Culture at Wealth Architects

The employee experience below at Wealth Architects, compared to a typical company.

Learn More

95% of employees at Wealth Architects say it is a great place to work compared to 57% of employees at a typical U.S.-based company.

  • Wealth Architects
    • 95%
  • Typical Company
    • 57%

Source: Great Place To Work® 2021 Global Employee Engagement Study.

100%
Management is competent at running the business.
100%
Management trusts people to do a good job without watching over their shoulders.
100%
People here are given a lot of responsibility.
100%
Management's actions match its words.
100%
Management is honest and ethical in its business practices.

Why Work at Wealth Architects?

See what employees say about what makes Wealth Architects a great workplace. These words are drawn from employee comments on the Trust Index™ survey.

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