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Capital Directions Revenue and Competitors

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Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Capital Directions's estimated annual revenue is currently $735k per year.(i)
  • Capital Directions's estimated revenue per employee is $105,000

Employee Data

  • Capital Directions has 7 Employees.(i)
  • Capital Directions grew their employee count by -77% last year.

Capital Directions's People

NameTitleEmail/Phone
1
Client Services ManagerReveal Email/Phone
2
Relationship ManagerReveal Email/Phone
3
Wealth AdvisorReveal Email/Phone
4
Administrative AssistantReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$4.1M280%N/AN/A
#2
$6.4M38-5%N/AN/A
#3
$5.7M3421%N/AN/A
#4
$39M1693%N/AN/A
#5
$42.5M184-6%N/AN/A
#6
$10.4M55-2%N/AN/A
#7
$6M3650%N/AN/A
#8
$42.5M184-3%N/AN/A
#9
$22.5M107-6%N/AN/A
#10
$16.6M791%N/AN/A
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What Is Capital Directions?

Capital Directions is one of Atlanta's largest wealth management firms and we focus on providing financial leadership to successful professionals and their families. In addition, we provide coaching and third-party asset management services to 20 CPA and RIA firms around the Southeast. We have been recognized by Schwab Institutional as one of the fastest growing firms and best managed firms over the past 10 years. Our purpose is to lead our clients to the achievement of their goals while growing firm profitability to create opportunities for all team members. Our core operating principles are: We always put the client's interest ahead of our own. We value profitability over growth We respect and recognize each team member's contribution

keywords:N/A

N/A

Total Funding

7

Number of Employees

$735k

Revenue (est)

-77%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$0.9M7N/AN/A
#2
$0.5M7N/AN/A
#3
$0.5M7N/AN/A
#4
$0.9M7N/AN/A
#5
$0.5M7N/AN/A