Accredited Investors Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Accredited Investors's estimated annual revenue is currently $12.9M per year.(i)
  • Accredited Investors's estimated revenue per employee is $189,000

Employee Data

  • Accredited Investors has 68 Employees.(i)
  • Accredited Investors grew their employee count by 5% last year.

Accredited Investors's People

NameTitleEmail/Phone
1
Founder & ShareholderReveal Email/Phone
2
Founder & ShareholderReveal Email/Phone
3
Client Director & ShareholderReveal Email/Phone
4
Managing Director, Investment ManagementReveal Email/Phone
5
Director OperationsReveal Email/Phone
6
Senior Lead Wealth Manager & ShareholderReveal Email/Phone
7
Wealth ManagerReveal Email/Phone
8
Lead Wealth ManagerReveal Email/Phone
9
Wealth ManagerReveal Email/Phone
10
Wealth ManagerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$113.7M4333%N/AN/A
#2
$58.7M260-8%N/AN/A
#3
$8.1M4841%N/AN/A
#4
$6.9M413%N/AN/A
#5
$5.4M32-14%N/AN/A
#6
$0.6M6-86%N/AN/A
#7
$55.9M2426%N/AN/A
#8
$11.7M625%N/AN/A
#9
$17.9M85-6%N/AN/A
#10
$7.1M4217%N/AN/A
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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

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Total Funding

68

Number of Employees

$12.9M

Revenue (est)

5%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Accredited Investors News

2022-04-20 - Real estate investor Cadre scores strong exit in sale of two properties

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...

2022-04-17 - Celsius Bans New Transfers by US Nonaccredited Investors From Earning Crypto Rewards

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.

2022-04-17 - Crypto lending startup Celsius is ending new transfers for non ...

"Accredited investor" basically means "rich person" or finance professional. · The cutoff kicks in on April 15, and any U.S. investor already in...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$10.3M701%N/A
#2
$16M719%N/A
#3
$8.9M71N/AN/A
#4
$9.9M73-5%N/A
#5
N/A747%N/A