MoneyWellth Employee Directory

Financial ServicesOregon, United States2-10 Employees

MoneyWellth is a financial services company based in Eugene, Oregon, focused on helping individuals establish a solid financial foundation and build wealth. Its approach centers on core money management principles and guidance through major life milestones to keep people aligned with their financial goals, aiming to reduce stress and allow clients to focus on important life events. The firm targets individuals navigating events such as marriage, divorce, homeownership and renovations, education milestones, changes in employment, and family growth, offering a framework that integrates behavior change with financial planning. With a small team, MoneyWellth operates in the financial services sector and emphasizes practical support for people seeking long-term financial stability in the United States.

Find MoneyWellth employees' phone numbers or email addresses

MoneyWellth Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Asia
2

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  • Pakistan
    1
  • India
    1

MoneyWellth's Leadership

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    R. N.
    Chief Technology Officer
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  • Stylized image of a person
    D. A.
    Chief Strategy Officer
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  • Stylized image of a person
    J. K.
    Founder And Chief Executive Officer
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  • Stylized image of a person
    A. G.
    Svp, Client Success
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    H. P.
    Svp Ai Strategy
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    B. J.
    Business Development Manager
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    S. M.
    Account Manager
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MoneyWellth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Sales
  • Support
  • Accounting
  • Other
  • Business Development

Contact profiles from MoneyWellth

Name
Title
Contact Info
Location
Last Update
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    J. K.
    Founder And Chief Executive Officer
    Phone icon
    United StatesRhode Island
    May 22, 2026
  • Stylized image of a person
    R. N.
    Chief Technology Officer
    Phone icon
    IndiaKarnataka
    Mar 18, 2026
  • Stylized image of a person
    D. A.
    Chief Strategy Officer
    Phone icon
    United StatesRhode Island
    Apr 14, 2026
  • Stylized image of a person
    A. G.
    Svp, Client Success
    Phone icon
    United StatesRhode Island
    Mar 18, 2026
  • Stylized image of a person
    H. P.
    Svp Ai Strategy
    Phone icon
    United StatesArizona
    Apr 13, 2026
  • Stylized image of a person
    B. J.
    Business Development Manager
    Phone icon
    United States
    Mar 24, 2026
  • Stylized image of a person
    S. M.
    Account Manager
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    United StatesRhode Island
    Mar 18, 2026

Frequently Asked Questions

What is MoneyWellth known for?

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MoneyWellth was founded in 2019 operates in the Financial Services industry. The company's main headquarters is located in 1574 Coburg Road #121 Eugene, Oregon 97401 United States. Explore MoneyWellth's company overview page for more information.

What is MoneyWellth's most common email format?

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MoneyWellth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more MoneyWellth email formats with LeadIQ.

How many employees does MoneyWellth have currently?

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MoneyWellth has approximately 9 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are MoneyWellth's key employees and leadership?

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As of June 2026, MoneyWellth's key employees include:

  • Chief Technology Officer: R. N.
  • Chief Strategy Officer: D. A.
  • Founder And Chief Executive Officer: J. K.
  • Svp, Client Success: A. G.
  • Svp Ai Strategy: H. P.

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