Compass Point Retirement Planning Revenue and Competitors

Boston, MA USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Compass Point Retirement Planning's estimated annual revenue is currently $2.1M per year.(i)
  • Compass Point Retirement Planning's estimated revenue per employee is $126,000

Employee Data

  • Compass Point Retirement Planning has 17 Employees.(i)
  • Compass Point Retirement Planning grew their employee count by -11% last year.

Compass Point Retirement Planning's People

NameTitleEmail/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$38.3M1660%N/AN/A
#2
$121.5M4636%N/AN/A
#3
$4.3M2921%N/AN/A
#4
$13.6M7280%N/AN/A
#5
$7.9M47-27%N/AN/A
#6
$7.2M438%N/AN/A
#7
$48M2088%N/AN/A
#8
$164.9M0N/AN/AN/A
#9
$147M560-5%N/AN/A
#10
$64.7M2803%N/AN/A
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What Is Compass Point Retirement Planning?

Compass Point Retirement Planning offers objective and independent financial planning services to families and individuals making the transition from a lifetime of hard work to the retirement lifestyle they have earned. We are dedicated to providing a comfortable and respectful team environment that addresses your unique situation, and offers perspective and guidance on the ever-changing financial landscape. Advisory services through Compass Point Retirement Planning, Inc. (CPRP), a registered investment advisor. Additional advisory services through F3 Logic, a registered investment advisor. Securities and additional advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. CPRP, F3 Logic, and IFG are unaffiliated entities. OSJ Branch: 12671 High Bluff Dr. Ste 200 San Diego, CA 92130. For a list of states that Compass Point Retirement Planning is licensed to sell securities, please visit https://cprp.com/. Information provided is from sources believed to be reliable, however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor.Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites. Content is for general purposes only and is not an offer to buy or sell any security. IFG, CPRP and F3Logic do not provide tax or legal advice.

keywords:N/A

N/A

Total Funding

17

Number of Employees

$2.1M

Revenue (est)

-11%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$1.5M17N/AN/A
#2
$1.7M190%N/A
#3
$3.4M20-5%N/A
#4
$4.8M21N/AN/A
#5
$2.2M22-21%N/A