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FP Transitions Revenue and Competitors

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Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • FP Transitions's estimated annual revenue is currently $17.2M per year.(i)
  • FP Transitions's estimated revenue per employee is $210,000

Employee Data

  • FP Transitions has 82 Employees.(i)
  • FP Transitions grew their employee count by 0% last year.

FP Transitions's People

NameTitleEmail/Phone
1
CEOReveal Email/Phone
2
SVP, Senior ConsultantReveal Email/Phone
3
VP MarketingReveal Email/Phone
4
VP Mergers & AcquisitionsReveal Email/Phone
5
General CounselReveal Email/Phone
6
SVP Sales and ServicesReveal Email/Phone
7
Listings DirectorReveal Email/Phone
8
Valuations DirectorReveal Email/Phone
9
Director, Equity Management ProgramsReveal Email/Phone
10
Chief Financial Officer and PartnerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$83.7M3190%N/AN/A
#2
$116.8M4457%N/AN/A
#3
N/A50653%N/AN/A
#4
$10M536%N/AN/A
#5
$6.9M41N/AN/AN/A
#6
$8.1M48-29%N/AN/A
#7
$55M238-2%N/AN/A
#8
$11.1M61-10%$20.7MN/A
#9
$22.5M1071%N/AN/A
#10
$7.7M467%N/AN/A
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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

82

Number of Employees

$17.2M

Revenue (est)

0%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$22.1M82-5%N/A
#2
$18.5M8829%N/A
#3
$15M9210%N/A
#4
$19.3M9248%N/A
#5
$27.6M9548%N/A