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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.

Circle of Wealth® by MoneyTrax Revenue GrowthReported revenue / ARR by year$0$250K$500K$750K$1M$1M19941996199820002002200420062008201020122014201620182020202220242025$0$990KSource: GetLatka.com
YearMilestone
2025Circle of Wealth® by MoneyTrax Hit $990k revenue in July 2025
1994Launched 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.

Circle of Wealth® by MoneyTrax Capital Raised & ValuationCumulative capital raised and post-money valuation by roundCapital raised (cum.)Valuation$0$119941994 cumulative: $0 • 1994 Founded: $01994 Founded: $0 valuationSource: GetLatka.com
YearRoundAmountValuation% 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.

Circle of Wealth® by MoneyTrax Team GrowthReported headcount over time0246810199419961998200020022004200620082010201220142016201820202022202420250099Source: GetLatka.com
YearMilestone
2025Reached 9 employees (July 2025)

Founder / CEO

Mark Guthrie

Mark Guthrie is listed as Founder / CEO at Circle of Wealth® by MoneyTrax.

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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 .

Circle of Wealth® by MoneyTrax Revenue 2025: $990K ARR