Add Company
Join Now

FP Transitions Revenue and Competitors

License our Company Data API

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • FP Transitions's estimated annual revenue is currently $19.7M per year.(i)
  • FP Transitions's estimated revenue per employee is $210,000

Employee Data

  • FP Transitions has 94 Employees.(i)
  • FP Transitions grew their employee count by 15% last year.

FP Transitions's People

NameTitleEmail/Phone
1
CEOReveal Email/Phone
2
President / CEOReveal Email/Phone
3
President and FounderReveal Email/Phone
4
SVP, Senior ConsultantReveal Email/Phone
5
VP MarketingReveal Email/Phone
6
VP Mergers & AcquisitionsReveal Email/Phone
7
General CounselReveal Email/Phone
8
SVP Sales and ServicesReveal Email/Phone
9
VPReveal Email/Phone
10
Listings DirectorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$86.9M3314%N/AN/A
#2
$133.4M50814%N/AN/A
#3
N/A60783%N/AN/A
#4
$11M589%N/AN/A
#5
$8.2M49N/AN/AN/A
#6
$5.4M32-33%N/AN/A
#7
$52.4M227-5%N/AN/A
#8
$11.7M64-10%$20.7MN/A
#9
$25.4M12113%N/AN/A
#10
$8.4M509%N/AN/A
Add Company

What Is FP Transitions?

FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors. With a full-service, concierge approach to supporting advisors during key points in their life cycle, we offer comprehensive, coordinated, and customized solutions to achieve long-term, sustainable business growth. We've served over 20,000 advisors in our 20+ years of experience in the wealth management space. Our core services include mergers & acquisitions, enterprise development, transaction support, synthetic equity, succession planning, business valuation, compensation structuring, growth strategies, and the Equity Management Solutions™ membership program designed to help advisors value, protect, and grow their businesses. Our team of 60+ includes a full service legal department, credentialed financial analysts and modelers, certified valuation specialists, and seasoned business consultants. FP Transitions' experts play a pivotal role in providing innovative and strategic business solutions to financial professionals seeking to build multi-generational firms with enduring business value.

keywords:N/A

N/A

Total Funding

94

Number of Employees

$19.7M

Revenue (est)

15%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$17M10413%N/A
#2
$23.1M11049%N/A
#3
$18.3M122160%N/A
#4
$36M12435%N/A
#5
$19.7M136-2%N/A