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Wealth-X Claimed Company
Wealth-X Company Culture
Wealth-X Culture
This score is derived from employee ratings & reviewsTop Rated Culture Dimensions
N/A
Key Executives
Name & Title
Bio
Richard Green
CEO / President
Richard Green serves as the CEO / President of Wealth-X.
Shoaib Khan
VP, Head of Finance
Shoaib Khan serves as the VP, Head of Finance for Wealth-X. Shoaib started at Wealth-X in August of 2016. Shoaib is based in the Greater New York City Area.
Dion Travagliante
Managing Director, Head of Americas Sales
Dion Travagliante serves as the Managing Director, Head of Americas Sales for Wealth-X. Dion started at Wealth-X in September of 2017. Dion is based in the Greater New York City Area.
Scott Hall
Managing Director, Wealth-X Digital
Scott Hall serves as the Managing Director, Wealth-X Digital for Wealth-X. Scott started at Wealth-X in May of 2018. Scott is based in the Greater New York City Area.
Ian Donenwirth
Managing Director, Research
Ian Donenwirth serves as the Managing Director, Research for Wealth-X. Ian started at Wealth-X in May of 2018. Ian is based in the Greater New York City Area.
Lori Kohn
Chief Of Staff
Lori Kohn serves as the Chief Of Staff for Wealth-X. Lori started at Wealth-X in August of 2018. Lori is based in the Greater New York City Area.
Rick Stewart
CFO
Rick Stewart serves as the CFO of Wealth-X.
HR Leaders
Name & Title
Bio
Jessica Dore
HR and Operations Coordinator/ Office Manager
Jessica Dore serves as the HR and Operations Coordinator/ Office Manager of Wealth-X. Jessica currently resides in the Greater New York City Area.
Evelin Calista
HR Manager
Evelin Calista serves as the HR Manager of Wealth-X. Evelin currently resides in the Greater Boston Area.
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Leadership Score
80
out of 100
Executive rating?
90
out of 100
CEO rating?
80
out of 100
Manager rating?
Compensation Score
Paid fairly?
Satisfied with benefits?
Team Score
Coworker interaction?
80
out of 100
Quality of coworkers?
Environment Score
Work hours per day?
Pace at work?
Positive work environment?
Outlook Score
80
out of 100
Future outlook?
Customer perception?
Excited going to work?
Gender Score How positively women rate their overall experience at Wealth-X
N/A
Diversity Score How positively minorities rate their overall experience at Wealth-X
N/A
eNPS
Net Promoter Score tracks your employees' overall score to this question: "On a scale from 0-10, how likely are you to recommend working at your company to a friend?"50
eNPS Score
| 50% | Promoters |
|---|---|
| 50% | Passives |
| 0% | Detractors |
Wealth-X Competitors
- 1st
AnswerLab85 / 100 - 2nd
Tinuiti82 / 100 - 3rd
Knotch0 / 100 - 4thWealth-X0 / 100
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