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Confluence Financial Partners Revenue and Competitors

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Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Confluence Financial Partners's estimated annual revenue is currently $10M per year.(i)
  • Confluence Financial Partners's estimated revenue per employee is $189,000

Employee Data

  • Confluence Financial Partners has 53 Employees.(i)
  • Confluence Financial Partners grew their employee count by 2% last year.

Confluence Financial Partners's People

NameTitleEmail/Phone
1
CEOReveal Email/Phone
2
Director Retirement ConsultingReveal Email/Phone
3
Director Wealth PlanningReveal Email/Phone
4
Chief Compliance OfficerReveal Email/Phone
5
Wealth ManagerReveal Email/Phone
6
Wealth ManagerReveal Email/Phone
7
Wealth ManagerReveal Email/Phone
8
Wealth ManagerReveal Email/Phone
9
Wealth ManagerReveal Email/Phone
10
Wealth ManagerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$7.7M460%N/AN/A
#2
$6M366%N/AN/A
#3
$6.9M41-2%N/AN/A
#4
$1.8M1427%N/AN/A
#5
$25.4M121-3%N/AN/A
#6
$5M30-3%N/AN/A
#7
$12.9M68-12%N/AN/A
#8
$4.1M2812%N/AN/A
#9
$3.7M25-14%N/AN/A
#10
$10.4M5510%N/AN/A
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What Is Confluence Financial Partners?

The professionals at Confluence Financial Partners, cut through the clutter of overly dense explanations and needlessly complex investment options and plans to secure something in rare supply these days: Understanding. We transform complexity into clarity. Your objective is our primary focus. With our experience, we provide you with a clear, concise plan. We believe our fees are fair, reasonable and transparent. We arrive at a clear, concise investment portfolio focused on your goals and objectives. Confluence Financial Partners is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Member FINRA / SIPC. Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

keywords:N/A

N/A

Total Funding

53

Number of Employees

$10M

Revenue (est)

2%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$11.9M54-8%N/A
#2
$13.1M544%N/A
#3
$10M54-4%N/A
#4
$7.4M57-41%N/A
#5
$14.9M5716%N/A