Acorn Financial Services Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Acorn Financial Services's estimated annual revenue is currently $11.5M per year.(i)
  • Acorn Financial Services's estimated revenue per employee is $189,000

Employee Data

  • Acorn Financial Services has 61 Employees.(i)
  • Acorn Financial Services grew their employee count by 9% last year.

Acorn Financial Services's People

NameTitleEmail/Phone
1
Director Estate & Alternative Investment ServicesReveal Email/Phone
2
Director OperationsReveal Email/Phone
3
Portfolio ManagerReveal Email/Phone
4
Investment Advisor | Wealth Management (Tax, Estate, Investment Planning)Reveal Email/Phone
5
Financial advisorReveal Email/Phone
6
Managing Partner, Financial PlannerReveal Email/Phone
7
Financial AdvisorReveal Email/Phone
8
CFP® - Financial PlannerReveal Email/Phone
9
Financial PlannerReveal Email/Phone
10
PartnerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$44.6M193-7%N/AN/A
#2
$6.2M373%N/AN/A
#3
$19.3M9210%N/AN/A
#4
$7.2M438%N/AN/A
#5
$7.4M44-8%N/AN/A
#6
$97.7M3727%N/AN/A
#7
$3.8M260%N/AN/A
#8
$46.7M202N/AN/AN/A
#9
$20.2M9641%N/AN/A
#10
$55.2M2396%N/AN/A
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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 NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$11.5M615%N/A
#2
$8M617%N/A
#3
$8M61-2%N/A
#4
$8.1M62-17%N/A
#5
$18M623%N/A