Millennial Wealth, LLC
Financial Planning for your Future, For your Experiences, For your Life
4 employees · est. 2016 · Seattle, United States
WestStar Prosperity Partners
Advice to build your dreams on.
12 employees · est. 2010 · Issaquah, United States
WestStar Prosperity Partners is the older company (2016 vs 2010); WestStar Prosperity Partners is the larger of the two.
Side-by-Side Comparison
| Metric | Millennial Wealth, LLC | WestStar Prosperity Partners |
|---|---|---|
| Founded | ||
| Founded | 2016 | 2010 older |
| Headquarters | ||
| Headquarters | Seattle, United States | Issaquah, United States |
| Employees | ||
| Employees | 4 | 12 larger |
| Industry | ||
| Industry | Financial Services, Wealth Management | Finance, Financial Services |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Financial Planning, Retirement Planning, Insurance Advice, College Planning, Estate Planning, Tax Planning, Investment Management, Employee Benefits Optimization, Equity Compensation Planning, Debt Management, Real Estate Purchases, Alternative Investments, Business Exit Planning, Fee-only Advisor, Virtual Financial Planning | Financial Planning, Investment Management, Securities, Retirement Planning, Stock Compensation, Estate Planning, Tax Planning, Fiduciary Services, Wealth Accumulation, College Funding, Mutual Funds, Charitable Giving, Annuities |
| Website | ||
| Website | millennialwealthllc.com | weststarpartners.com |
About Millennial Wealth, LLC
Millennial Wealth, LLC is a fee-only financial planning firm based out of Seattle, WA, specializing in serving professionals in tech. Offering virtual services across the country, the company provides a comprehensive range of financial planning services including cash flow analysis, retirement plann...
About WestStar Prosperity Partners
WestStar Prosperity Partners is a finance company that offers professional financial planning and investment management services. Established in 2010, the company aims to assist clients in building secure financial foundations, accumulating wealth, and planning for retirement. They provide holistic...
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Funding, hiring, leadership and stack changes at Millennial Wealth, LLC and WestStar Prosperity Pa... — by email.
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Compiled from the BounceWatch company index. We last looked at Millennial Wealth, LLC on 11 Sep 2024, and WestStar Prosperity Partners on 16 Nov 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.