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Fairport Wealth Revenue and Competitors

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Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Fairport Wealth's estimated annual revenue is currently $13.2M per year.(i)
  • Fairport Wealth's estimated revenue per employee is $189,000

Employee Data

  • Fairport Wealth has 70 Employees.(i)
  • Fairport Wealth grew their employee count by 30% last year.

Fairport Wealth's People

NameTitleEmail/Phone
1
Director Client Service and Wealth AdvisorReveal Email/Phone
2
Managing Director, Wealth AdvisorReveal Email/Phone
3
Managing Director, Chief Growth Officer at Fairport and Luma WealthReveal Email/Phone
4
Chief Operating OfficerReveal Email/Phone
5
Chief Investment OfficerReveal Email/Phone
6
Managing DirectorReveal Email/Phone
7
Director Client ServicesReveal Email/Phone
8
Managing Director, Wealth ManagerReveal Email/Phone
9
Director Wealth and Wealth AdvisorReveal Email/Phone
10
DirectorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$5.9M3513%N/AN/A
#2
$5.2M317%N/AN/A
#3
$6.9M418%N/AN/A
#4
$10.6M560%N/AN/A
#5
$2.4M230%$24MN/A
#6
$98.7M37646%N/AN/A
#7
$21M1002%N/AN/A
#8
$5.4M323%N/AN/A
#9
$11.5M61-8%N/AN/A
#10
$12.5M668%N/AN/A
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What Is Fairport Wealth?

With roots dating back to 1963, Fairport Wealth is a registered investment advisor representative that INSPIRES FAMILIES by providing comprehensive wealth management solutions to high net worth individuals. Our team of credentialed professionals, including CPAs, CFP® certificants and CFA® charterholders have experience in guiding corporate executives, business owners and women of wealth. We help our clients with life's transitions including succession, retirement and liquidity planning, marital/partnership changes or loss of a spouse. Our clients value our depth of talent and experience, along with our collaborative and approachable style. More information available at www.FairportWealth.com. Luma Wealth Advisors is a division of Fairport that provides women with personalized wealth planning, experienced investment management, and a supportive, enriching community where they can learn, connect, and celebrate with other women. More information available at www.LumaWealth.com. Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment Adviser.

keywords:N/A

N/A

Total Funding

70

Number of Employees

$13.2M

Revenue (est)

30%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$14.7M700%N/A
#2
$10.9M7025%N/A
#3
$17.3M71-3%N/A
#4
$3.5M7129%N/A
#5
$3.5M71-11%N/A