
Circle of Wealth® by MoneyTrax
Valuation
$3M
2025 Revenue
$990K
Funding
$0
Team
9
Founded
1994
How Circle of Wealth® by MoneyTrax CEO Mark Guthrie grew Circle of Wealth® by MoneyTrax to $990K revenue with a 9 person team in 2025.
Help Your Clients Understand How Money Works Circle of Wealth® provides tools and training to help financial advisors clearly communicate financial strategies to their clients using easily understandable concepts.
Last updated
Circle of Wealth® by MoneyTrax Revenue
In 2025, Circle of Wealth® by MoneyTrax's revenue reached $990K. Since its launch in 1994, Circle of Wealth® by MoneyTrax has shown consistent revenue growth.
| Year | Milestone |
|---|---|
| 2025 | Circle of Wealth® by MoneyTrax Hit $990k revenue in July 2025 |
| 1994 | Launched with $0 revenue |
Circle of Wealth® by MoneyTrax Valuation, Funding Rounds
Circle of Wealth® by MoneyTrax's most recent disclosed valuation is $3M.
Circle of Wealth® by MoneyTrax is a bootstrapped Consulting & Advisory startup. Founded in 1994, Circle of Wealth® by MoneyTrax has grown to $990K in revenue without raising any venture capital or outside funding.
As a self-funded Consulting & Advisory SaaS company, Circle of Wealth® by MoneyTrax has built its business with no outside investment.
| Year | Round | Amount | Valuation | % Sold |
|---|
Circle of Wealth® by MoneyTrax Employees & Team Size
Circle of Wealth® by MoneyTrax employs approximately 9 people as of 2026.
Circle of Wealth® by MoneyTrax has 9 total employees in different roles and functions.
| Year | Milestone |
|---|---|
| 2025 | Reached 9 employees (July 2025) |
Founder / CEO
Mark Guthrie
Mark Guthrie is listed as Founder / CEO at Circle of Wealth® by MoneyTrax.
Q&A
| Question | Answer |
|---|---|
| What's your age? | - |
| Favorite online tool? | - |
| Favorite book? | - |
| Favorite CEO? | - |
| Advice for 20 year old self | - |
Customers
We do not have customer count information for Circle of Wealth® by MoneyTrax yet.
Frequently Asked Questions about Circle of Wealth® by MoneyTrax
What is Circle of Wealth® by MoneyTrax's revenue?
Circle of Wealth® by MoneyTrax generates $990K in revenue.
Who is the CEO of Circle of Wealth® by MoneyTrax?
The CEO of Circle of Wealth® by MoneyTrax is Mark Guthrie.
How much funding does Circle of Wealth® by MoneyTrax have?
Circle of Wealth® by MoneyTrax raised $0.
How many employees does Circle of Wealth® by MoneyTrax have?
Circle of Wealth® by MoneyTrax has 9 employees.
Where is Circle of Wealth® by MoneyTrax headquarters?
Circle of Wealth® by MoneyTrax is headquartered in Vancouver, Washington, United States.
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Source Attribution
Source: all data was collected from GetLatka company research and founder interviews. Revenue, funding, team, and customer figures are presented as company-reported or GetLatka-estimated metrics where the profile data identifies them that way.
Company data last updated .