Acorn Financial Services Revenue and Competitors
Estimated Revenue & Valuation
- Acorn Financial Services's estimated annual revenue is currently $11.5M per year.
- Acorn Financial Services's estimated revenue per employee is $189,000
Employee Data
- Acorn Financial Services has 61 Employees.
- Acorn Financial Services grew their employee count by 9% last year.
Acorn Financial Services's People
Name | Title | Email/Phone |
---|---|---|
1 | Director Estate & Alternative Investment Services | Reveal Email/Phone |
2 | Director Operations | Reveal Email/Phone |
3 | Portfolio Manager | Reveal Email/Phone |
4 | Portfolio Manager | Reveal Email/Phone |
5 | Investment Advisor | Wealth Management (Tax, Estate, Investment Planning) | Reveal Email/Phone |
6 | Financial advisor | Reveal Email/Phone |
7 | Managing Partner, Financial Planner | Reveal Email/Phone |
8 | Financial Advisor | Reveal Email/Phone |
9 | CFP® - Financial Planner | Reveal Email/Phone |
10 | Financial Planner | Reveal Email/Phone |
Acorn Financial Services Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $44.6M | 193 | -7% | N/A | N/A |
#2 | $6.2M | 37 | 3% | N/A | N/A |
#3 | $19.3M | 92 | 10% | N/A | N/A |
#4 | $7.2M | 43 | 8% | N/A | N/A |
#5 | $7.4M | 44 | -8% | N/A | N/A |
#6 | $97.7M | 372 | 7% | N/A | N/A |
#7 | $3.8M | 26 | 0% | N/A | N/A |
#8 | $46.7M | 202 | N/A | N/A | N/A |
#9 | $20.2M | 96 | 41% | N/A | N/A |
#10 | $55.2M | 239 | 6% | N/A | N/A |
What Is Acorn Financial Services?
Welcome to Acorn Financial Services For nearly three decades Acorn Financial Services has served successful individuals, and small business owners across the United States. Our Mission is to help create, manage and preserve the wealth of our clients. We strive to provide quality service to develop trust and to use our knowledge and experience to create value. As a comprehensive financial planning firm, we are dedicated to simplifying your financial life, optimizing your investments, and your personal financial plan. We work closely with you to help grow and protect your wealth, so that you can achieve your most important financial goals. We are dedicated to serving our clients and are committed to the following principles: Honest, transparent, and open communication; Highly responsive, world-class service; Knowledgeable and timely advice; Earning the trust and confidence of every client. ---------------------------------------------------------------------------------------------------------------------------------- Financial planning services offered through Acorn Financial Advisory Services, Inc. (AFAS), a SEC Registered Investment Adviser. Securities offered through The Strategic Financial Alliance, Inc. (SFA), a Broker-Dealer, member FINRA/SIPC. AFAS and SFA are unaffiliated. Investments in securities involve risk, including the potential loss of principal invested. We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site.
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Total Funding
61
Number of Employees
$11.5M
Revenue (est)
9%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $11.5M | 61 | 5% | N/A |
#2 | $8M | 61 | 7% | N/A |
#3 | $8M | 61 | -2% | N/A |
#4 | $8.1M | 62 | -17% | N/A |
#5 | $18M | 62 | 3% | N/A |