MB

Mark Bates

Chief Operating Officer

Wealthquest

Cincinnati, Ohio


Contact Information

Email
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LinkedIn

Company Information

Company
Wealthquest
Industry
financial services
Employees
42.0
Seniority
C suite
Annual Revenue
11001000.0

Professional Summary

Mark Bates serves as Chief Operating Officer at Wealthquest. Wealthquest operates in the financial services sector with approximately 42.0 employees. The company is headquartered in Cincinnati, Ohio. Wealthquest generates annual revenue of 11001000.0.

Industry & Role Insights

  • MessageCEO tracks 11,960 executives in the financial services sector.
  • We have verified contacts for 2 executives at Wealthquest.
  • 1,885 executive contacts are available in Ohio.
  • Our database includes 201,469 c suite-level executives.

Technologies

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Keywords

investment management retirement planning estate planning college planning insurance evaluation longterm care tax planning financial planning wealth management coordinated solutions tax optimization financial goals client portal fee-only advisors fiduciary standard investment strategies wealth transfer client services tax strategies financial insights transparent fees life planning asset management portfolio management tax-efficient investing long-term growth client engagement retirement income planning charitable giving strategies financial scorecard multi-disciplinary team comprehensive planning personalized advice client-centric approach financial education holistic wealth management risk management wealth preservation financial assessments annual reviews proactive tax planning comprehensive wealth solutions integrated financial services retirement readiness alternative investments asset location strategies tax loss harvesting investment education wealth accumulation client testimonials continuous professional development industry recognition financial services law practice legal services

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Outreach Guidance — financial services Sector

Financial services executives like Mark Bates prioritize security, compliance (SOC 2, SOX), and integration with existing systems. Reference industry-specific regulatory requirements and provide case studies from peer institutions.

Mark Bates's Position in the MessageCEO Database

  • Mark Bates is 1 of 2 verified executive contacts we track at Wealthquest.
  • 11,735 verified executive contacts in financial services are in the MessageCEO database.
  • 1,794 verified executive contacts in Ohio are in the database.
  • 78 verified contacts work at financial services companies in the 42.0 employee range (same size as Wealthquest).

Executive contact data compiled from public business filings, LinkedIn public profiles, company press materials, and verified outbound email testing. We do not publish personal addresses or sensitive identifiers. Methodology & sources · Removal requests handled at /remove-info · Updated June 2026.

Frequently Asked Questions

How do I reach Mark Bates directly?

Mark Bates's verified email address is available to MessageCEO Pro subscribers. They currently serve as Chief Operating Officer at Wealthquest. Access direct contact info to skip gatekeepers and reach the decision maker.

What company does Mark Bates work for?

Mark Bates is Chief Operating Officer at Wealthquest, a company in the financial services sector with 42.0 employees. The company is based in Cincinnati, Ohio.

Can I pitch or sell to Mark Bates?

As Chief Operating Officer at Wealthquest, Mark Bates is a key decision-maker in the financial services sector. MessageCEO Pro gives you verified email to reach Mark Bates directly — ideal for B2B sales, partnerships, and executive recruiting.

What industry is Mark Bates in?

Mark Bates works in the financial services industry as Chief Operating Officer at Wealthquest. MessageCEO provides verified contact information for executives across all major industries.

Is Mark Bates's contact information verified?

Yes. MessageCEO verifies executive contact information through multiple data sources and regular validation checks. Mark Bates's profile is kept up-to-date with the latest available information.

Verified Profile
Last updated: June 25, 2026

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