Accredited Investors Revenue and Competitors
Estimated Revenue & Valuation
- Accredited Investors's estimated annual revenue is currently $12.9M per year.
- Accredited Investors's estimated revenue per employee is $189,000
Employee Data
- Accredited Investors has 68 Employees.
- Accredited Investors grew their employee count by 5% last year.
Accredited Investors's People
Name | Title | Email/Phone |
---|---|---|
1 | Founder & Shareholder | Reveal Email/Phone |
2 | Founder & Shareholder | Reveal Email/Phone |
3 | Client Director & Shareholder | Reveal Email/Phone |
4 | Managing Director, Investment Management | Reveal Email/Phone |
5 | Director Operations | Reveal Email/Phone |
6 | Senior Lead Wealth Manager & Shareholder | Reveal Email/Phone |
7 | Wealth Manager | Reveal Email/Phone |
8 | Lead Wealth Manager | Reveal Email/Phone |
9 | Wealth Manager | Reveal Email/Phone |
10 | Wealth Manager | Reveal Email/Phone |
Accredited Investors Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $113.7M | 433 | 3% | N/A | N/A |
#2 | $58.7M | 260 | -8% | N/A | N/A |
#3 | $8.1M | 48 | 41% | N/A | N/A |
#4 | $6.9M | 41 | 3% | N/A | N/A |
#5 | $5.4M | 32 | -14% | N/A | N/A |
#6 | $0.6M | 6 | -86% | N/A | N/A |
#7 | $55.9M | 242 | 6% | N/A | N/A |
#8 | $11.7M | 62 | 5% | N/A | N/A |
#9 | $17.9M | 85 | -6% | N/A | N/A |
#10 | $7.1M | 42 | 17% | N/A | N/A |
What Is Accredited Investors?
Accredited Investors Wealth Management® provides an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clientsâ?? lives. Our services are best suited for those in the Twin Cities and connected communities around the country who value our team approach and willingness to engage in deep relationships. \n\nOur team is comprised of professionals with wide-ranging backgrounds in accounting, law, investment research, banking, and philanthropy, all working together to craft personalized strategies for each client family. We have a profoundly collaborative culture valuing the collective â??we over meâ?? team mindset with a group of multigenerational owners serving multigenerational client families.\n\nWe created the widely acclaimed Wealth Management Indexâ?¢, which guides meaningful conversations about money and values, leading to personalized and proactive planning strategies. Going through this process together empowers our clients to spend their lives wisely.\n\nFounded in 1987, Accredited Investors Wealth Management® manages approximately $2.2 billion of investment assets as of 12/31/2019. Spend Your Life Wisely®\n\n\n\nCAREERS at ACCREDITED INVESTORS WEALTH MANAGEMENT®\n\nAs a rapidly growing firm, we are continually looking to add talented, inquisitive professionals to our team. We invite you to learn more about Accredited and what sets us apart. If you have an interest and feel qualified to join us, weâ??d love to have a conversation. Please inquire at resumes@accredited.com.\n\nAccredited Investors is an Equal Opportunity Employer
keywords:N/AN/A
Total Funding
68
Number of Employees
$12.9M
Revenue (est)
5%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Accredited Investors News
The SEC defines accredited investors as anyone with $200,000-plus (or $300,000-plus with a spouse) in each of the prior two years or has a net...
In the U.S., only accredited investors and those with coins already in the Earn platform will be able to earn rewards. By Michael Bellusci.
"Accredited investor" basically means "rich person" or finance professional. · The cutoff kicks in on April 15, and any U.S. investor already in...
Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $10.3M | 70 | 1% | N/A |
#2 | $16M | 71 | 9% | N/A |
#3 | $8.9M | 71 | N/A | N/A |
#4 | $9.9M | 73 | -5% | N/A |
#5 | N/A | 74 | 7% | N/A |