Agili Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Agili's estimated annual revenue is currently $7.9M per year.(i)
  • Agili's estimated revenue per employee is $168,000

Employee Data

  • Agili has 47 Employees.(i)
  • Agili grew their employee count by 0% last year.

Agili's People

NameTitleEmail/Phone
1
Chief Operating OfficerReveal Email/Phone
2
Director Operations, Chief Compliance OfficerReveal Email/Phone
3
Director Client ServicesReveal Email/Phone
4
Manager Investment ResearchReveal Email/Phone
5
Office ManagerReveal Email/Phone
6
Manager Marketing and Business DevelopmentReveal Email/Phone
7
Assistant to the President and Office ManagerReveal Email/Phone
8
PresidentReveal Email/Phone
9
Financial Planning AnalystReveal Email/Phone
10
Financial Strategist at AgiliReveal 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 Agili?

At Agili, we believe that success isn’t only measured in dollars, it’s measured in meaningful moments. We are dedicated to eliminating stress and worry in your life so that you can enjoy those moments. We focus on the big picture and handle the details, so you can live more fully every day. We harness our intellectual curiosity and experience to find the best possible solution for you. We do so with respect, compassion and appreciation. For over 25 years, our firm has been grounded by our commitment to always work in our clients’ best interest. As a Registered Investment Advisor (RIA), we are required by law to be a fiduciary, but truthfully, our guiding philosophy has always been to put clients first. From our founding we have been members of the National Association of Personal Financial Advisors (NAPFA). We were pioneers of the fee-only model, not taking commissions on investments, which enables us to avoid conflicts of interest with our clients. We live and breathe this ethic.

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N/A

Total Funding

47

Number of Employees

$7.9M

Revenue (est)

0%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$8.5M47-6%N/A
#2
$6.1M470%N/A
#3
$7.7M474%N/A
#4
$6.8M4712%N/A
#5
$10.2M47-20%N/A