About Providence Wealth Systems
Providence Wealth Systems is a company based in Atlanta (United States) founded in 2022. It operates as a B2C. Providence Wealth Systems offers products and services including Living Benefit Estate Plan. Providence Wealth Systems operates in a competitive market with competitors including Vanilla, Luminary and EncorEstate Plans, among others.
- Headquarter Atlanta, United States
- SectorsFinancial Services
- Email••••••••
- Website providence-systems.com
Products & Services of Providence Wealth Systems
Providence Wealth Systems offers a comprehensive portfolio of products and services, including Living Benefit Estate Plan.
Plan to reduce risks and grow wealth faster than traditional strategies.
People of Providence Wealth Systems
2 people are tracked at Providence Wealth Systems (2 in leadership).
| Name | Role | Group |
|---|---|---|
Casey Nickels | Co-founder & CEO | Leadership |
Jon Higbie | Chief Operating Officer | Leadership |
Complete people profiles for Providence Wealth Systems
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Competitors of Providence Wealth Systems
Providence Wealth Systems operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Vanilla, Luminary and EncorEstate Plans, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| justvanilla.com | 2019 | Los Angeles, United States | $84.26M | – | Solutions for estate planning are provided to investment advisors. | |
| withluminary.com | 2022 | New York, United States | $9.5M | – | Estate planning software is provided with AI-driven insights by Luminary. | |
| encorestateplans.com | 2021 | Seattle, United States | – | – | Offers estate planning software and services to financial advisors for document creation. |
Detailed competitors of Providence Wealth Systems
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Similar companies to Providence Wealth Systems
10 companies that operate in the same segment as Providence Wealth Systems (Investment & Wealth Tech), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 87 | |
Provider of consulting, managed services, and technology solutions for financial services | 2010 | London, England, United Kingdom | USD 90.15 M | – | – | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | – | 178 | |
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | – | – | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | – | USD 71.52 M | 2,690 | |
Developer of a platforms offering credit score checks | 2021 | Jakarta, Jakarta, Indonesia | USD 12.4 M | – | – | |
AI-enabled financial planning and advisory solutions are provided for individuals. | 2018 | New York, New York, United States | USD 222.01 M | – | – | |
Venture capital investments and support for entrepreneurs in technology and innovation sectors. | 1911 | Redwood City, California, United States | – | USD 691.23 K | – |
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Frequently Asked Questions about Providence Wealth Systems
Providence Wealth Systems was founded in 2022.
Providence Wealth Systems is headquartered in Atlanta, United States. It is registered at Atlanta, Georgia, United States.
Providence Wealth Systems is a wealth management firm based in Atlanta, GA, that uses data science and proprietary technology to help families protect, sustain, and grow their generational wealth. They focus on reducing taxes, increasing cash distributions, and integrating assets tailored to financial goals, serving private families with strategies for enhanced liquidity and stability.
Providence Wealth Systems's top competitors include Vanilla, Luminary and EncorEstate Plans.
Providence Wealth Systems offers Living Benefit Estate Plan.