Elite Resource Team Revenue and Competitors
Estimated Revenue & Valuation
- Elite Resource Team's estimated annual revenue is currently $8.1M per year.
- Elite Resource Team's estimated revenue per employee is $168,000
Employee Data
- Elite Resource Team has 48 Employees.
- Elite Resource Team grew their employee count by 4% last year.
Elite Resource Team's People
| Name | Title | Email/Phone |
|---|---|---|
1 | CEO | Reveal Email/Phone |
2 | Director Business Development | Reveal Email/Phone |
3 | Managing Program Director | Reveal Email/Phone |
4 | Annuity Case Manager | Reveal Email/Phone |
5 | Life Insurance Specialist | Reveal Email/Phone |
6 | Marketing Coordinator | Reveal Email/Phone |
7 | Elite Resource Team - Managing Partner | Reveal Email/Phone |
8 | Virtual Family Office Liaison | Reveal Email/Phone |
9 | Virtual Family Office Concierge | Reveal Email/Phone |
10 | Team Based Model Success Specialist | Reveal Email/Phone |
Elite Resource Team Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $6.9M | 41 | -5% | N/A | N/A |
#2 | $42M | 182 | 1% | N/A | N/A |
#3 | $27.7M | 132 | -3% | N/A | N/A |
#4 | $6.4M | 38 | 3% | N/A | N/A |
#5 | $25.2M | 120 | 5% | N/A | N/A |
#6 | $36M | 156 | 8% | N/A | N/A |
#7 | $299.3M | 1018 | 37% | N/A | N/A |
#8 | $3.2M | 22 | 16% | N/A | N/A |
#9 | $5.4M | 32 | 3% | N/A | N/A |
#10 | $16.6M | 79 | N/A | N/A | N/A |
What Is Elite Resource Team?
Elite Resource Team teaches Financial Advisors how to truly differentiate themselves by working with CPAs in a proven and efficient system. Using the CPA Team Based Model and a patent pending process, Financial Advisors are able to identify, contact, engage, monetize, and maintain relationships with CPAs, resulting in much more proactive and holistic planning. This win/win relationship allows the CPA to deliver the value that their clients want and need, while simultaneously reduces the inefficiencies that Financial Advisors experience using traditional cold marketing techniques and referral models.
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Total Funding
48
Number of Employees
$8.1M
Revenue (est)
4%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in San Diego
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $5.4M | 48 | -21% | N/A |
#2 | $6.3M | 48 | 4% | N/A |
#3 | $5.6M | 48 | -9% | N/A |
#4 | $10.6M | 48 | N/A | N/A |
#5 | $15M | 48 | 4% | N/A |