Company profile

The Well

AI Powered Talent Partner of Record for ELITE Wealth Management Firms

Industry
Staffing and Recruiting
Employees
26
Headquarters
Peoria, Arizona
Founded
2023
LinkedIn followers
9,978
Office locations
1

The Well company summary

The Well is a company in the Staffing and Recruiting industry, headquartered in Peoria, Arizona, founded in 2023. On LinkedIn the company has around 26 employees and 9,978 followers. Its listed specialties include RIA Recruiting, Wealth Management Recruiting, Financial Advisor Recruiting, Hybrid and Insurance Firm Recruiting, ScaleWell Recruiting Subscriptions.

What technology does The Well use?

No technologies detected yet. Warmrank rechecks company websites on a rolling basis.

About The Well

Your biggest constraint is not AUM. It is people. If you lead a wealth management business, you already know this. Growth, capacity, and succession all depend on hiring the right advisors and staff at the right time. The Well Recruiting Solutions exists to solve that problem - first as your specialist recruiting partner, and over time as the AI powered talent platform for the wealth management industry. We serve independent RIAs, hybrid firms, retirement focused practices, and the platforms, FMOs, aggregators, and enterprises that sit behind them. What we do today • Direct hire search We place advisors, planners, client service, operations, and leadership talent into growth minded firms. Our recruiters work in this industry only, so you never have to educate a generalist. • ScaleWell recruiting subscriptions For firms that are always hiring, we provide embedded recruiting support and a steady, professional pipeline instead of one off transactions. • AI powered Vault talent intelligence Every search, interview, and placement trains Vault - our structured, AI powered map of candidates, firms, roles, and compensation. It gives us leverage on day one of your search and gets smarter with every engagement. How we work When you hire The Well, you get our entire team, our infrastructure, and our AI powered Vault working for you. We use team based delivery, dedicated wealth only recruiters, and client favorite video cover letters so your leaders can quickly see who is worth their time. Where this is going Vault is the core of our platform strategy. It will power faster search, client tools for matching and shortlisting, and future marketplace and analytics products that let firms see and act on the talent market in one place. We aim to be the most trusted talent platform in this space and a place where our own team can build exceptional lives while helping our clients do the same.

Specialties

RIA RecruitingWealth Management RecruitingFinancial Advisor RecruitingHybrid and Insurance Firm RecruitingScaleWell Recruiting SubscriptionsAI Power Talent IntelligenceCompensation and Org DesignTalent Strategy for RIAs and Platforms

Where is The Well located?

The Well lists 1 location.

Peoria, Arizona, USHQ
21501 N 78th Ave

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Frequently asked questions about The Well

What does The Well do?

Your biggest constraint is not AUM. It is people. If you lead a wealth management business, you already know this. Growth, capacity, and succession all depend on hiring the right advisors and staff at the right time. The Well Recruiting Solutions exists to solve that problem - first as your specialist recruiting partner, and over time as the AI powered talent platform for the wealth management industry. We serve independent RIAs, hybrid firms, retirement focused practices, and the platforms, FMOs, aggregators, and enterprises that sit behind them. What we do today • Direct hire search We place advisors, planners, client service, operations, and leadership talent into growth minded firms. Our recruiters work in this industry only, so you never have to educate a generalist. • ScaleWell recruiting subscriptions For firms that are always hiring, we provide embedded recruiting support and a steady, professional pipeline instead of one off transactions. • AI powered Vault talent intelligence Every search, interview, and placement trains Vault - our structured, AI powered map of candidates, firms, roles, and compensation. It gives us leverage on day one of your search and gets smarter with every engagement. How we work When you hire The Well, you get our entire team, our infrastructure, and our AI powered Vault working for you. We use team based delivery, dedicated wealth only recruiters, and client favorite video cover letters so your leaders can quickly see who is worth their time. Where this is going Vault is the core of our platform strategy. It will power faster search, client tools for matching and shortlisting, and future marketplace and analytics products that let firms see and act on the talent market in one place. We aim to be the most trusted talent platform in this space and a place where our own team can build exceptional lives while helping our clients do the same.

How many employees does The Well have?

The Well has around 26 employees on LinkedIn.

Where is The Well headquartered?

The Well is headquartered in Peoria, Arizona.

When was The Well founded?

The Well was founded in 2023.

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