AdvicePeriod Revenue and Competitors
Estimated Revenue & Valuation
- AdvicePeriod's estimated annual revenue is currently $18.7M per year.
- AdvicePeriod's estimated revenue per employee is $210,000
Employee Data
- AdvicePeriod has 89 Employees.
- AdvicePeriod grew their employee count by -1% last year.
AdvicePeriod's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Co-Founder And Principal | Reveal Email/Phone |
2 | Co-Founder + Principal | Reveal Email/Phone |
3 | Private Wealth Manager | Reveal Email/Phone |
4 | Client Relationship Manager | Reveal Email/Phone |
5 | Manager, Advisory Analytics | Reveal Email/Phone |
6 | Wealth Manager | Reveal Email/Phone |
7 | Analyst | Reveal Email/Phone |
8 | Wealth Analyst | Reveal Email/Phone |
9 | Financial Analyst | Reveal Email/Phone |
10 | Staff Accountant | Reveal Email/Phone |
AdvicePeriod Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $104.7M | 588 | 28% | $290M | $1.5B |
What Is AdvicePeriod?
At AdvicePeriod, we think it's time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth. Our highly regarded experts prepare clients for whatever life brings their way. We understand how any event or opportunity might impact the big picture, so we can help clients plan, grow and keep more of their wealth over time. By combining actionable planning advice with objective investment guidance, we strive to enable clients to achieve their financial goals, and shape their legacy for generations to come. This is how wealth management is going to evolve. This is AdvicePeriod.
keywords:Finance
N/A
Total Funding
89
Number of Employees
$18.7M
Revenue (est)
-1%
Employee Growth %
N/A
Valuation
N/A
Accelerator
AdvicePeriod News
AdvicePeriod Aggressively Expands Estate Planning Team ... The Lab, led by AdvicePeriod founder Steve Lockshin, works with the firm's most ...
AdvicePeriod has landed its first-ever referral deal with a large custodian after signing on to Fidelity's Wealth Advisor Solutions program.
AdvicePeriod LLC increased its stake in shares of iShares TIPS Bond ETF (NYSEARCA:TIP) by 14.4% during the second quarter, according to ...
Other Companies in Los Angeles
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $24M | 89 | -2% | N/A |
#2 | $18.2M | 89 | -23% | $64M |
#3 | $22.6M | 89 | N/A | N/A |
#4 | $12.5M | 89 | -14% | $45.1M |
#5 | $21.8M | 89 | 6% | N/A |