Evensky and Katz Revenue and Competitors
Estimated Revenue & Valuation
- Evensky and Katz's estimated annual revenue is currently $11M per year.
- Evensky and Katz's estimated revenue per employee is $189,000
Employee Data
- Evensky and Katz has 58 Employees.
- Evensky and Katz grew their employee count by 9% last year.
Evensky and Katz's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Chief Investment Officer - Principal | Reveal Email/Phone |
2 | Founder | Reveal Email/Phone |
3 | Founder | Reveal Email/Phone |
4 | Principal, SVP | Reveal Email/Phone |
5 | Director Portfolio Management | Reveal Email/Phone |
6 | Chief Financial Officer & Chief Compliance Officer | Reveal Email/Phone |
7 | Director Client Services | Reveal Email/Phone |
8 | Principal wealth Manager | Reveal Email/Phone |
9 | Wealth Manager, Principal | Reveal Email/Phone |
10 | Vice Chairman, Wealth Manager, CFP®, JD, CMFC | Reveal Email/Phone |
Evensky and Katz Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $6M | 36 | 6% | N/A | N/A |
#2 | $1.5M | 12 | -29% | N/A | N/A |
#3 | $42.5M | 184 | -2% | N/A | N/A |
#4 | $20M | 95 | 19% | $100M | N/A |
#5 | $100.3M | 382 | 6% | N/A | N/A |
#6 | $24.8M | 118 | 23% | N/A | N/A |
#7 | $51.3M | 222 | 22% | N/A | N/A |
#8 | $0.2M | 2 | 0% | N/A | N/A |
#9 | $5M | 30 | -25% | N/A | N/A |
#10 | $12.4M | 68 | -13% | $75M | N/A |
What Is Evensky and Katz?
Evensky & Katz is a nationally respected wealth management firm with over 25 years experience, understanding and responding to the unique needs of our client base, which ranges from corporate executives to physicians, entrepreneurs and retirees to Nobel Prize winners. Founded by renowned financial planning authority Harold Evensky, our firm adheres to his principles of client-focused, educated financial advice.
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Total Funding
58
Number of Employees
$11M
Revenue (est)
9%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Evensky and Katz News
Even Sky Sports commentator Martin Tyler and co-commentator Jamie Carragher saw the funny side of it. Check out Alisson's sh*thousery here.
Harold Evensky, Founder, Evensky and Katz. "Amid all the hype concerning sustainable investing, there has been far too little attention paid...
Evensky notes that, particularly when markets are turbulent, people with above-average intelligence (a category that fits many financial...
Other Companies in Coral Gables
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $9.4M | 58 | 14% | N/A |
#2 | $11.7M | 59 | -37% | N/A |
#3 | $14.8M | 61 | 11% | N/A |
#4 | $8.2M | 61 | 5% | N/A |
#5 | $13.9M | 61 | 11% | N/A |