Contact Information
Company Information
Industry
financial services
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
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MessageCEO tracks 11,960 executives in the financial services sector.
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We have verified contacts for 2 executives at Wealthquest.
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1,885 executive contacts are available in Ohio.
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Our database includes 201,469 c suite-level executives.
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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
Related Executives
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.
Last updated: June 25, 2026
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