FirstPurpose Wealth Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • FirstPurpose Wealth's estimated annual revenue is currently $10.2M per year.(i)
  • FirstPurpose Wealth's estimated revenue per employee is $189,000

Employee Data

  • FirstPurpose Wealth has 54 Employees.(i)
  • FirstPurpose Wealth grew their employee count by 8% last year.

FirstPurpose Wealth's People

NameTitleEmail/Phone
1
Client Services ManagerReveal Email/Phone
2
Operations ManagerReveal Email/Phone
3
Tax AdvisorReveal Email/Phone
4
Weatlh AdvisorReveal Email/Phone
5
Wealth Advisor - Family OfficeReveal Email/Phone
6
PartnerReveal Email/Phone
7
Client ServicesReveal Email/Phone
8
PartnerReveal Email/Phone
9
Investment AdvisorReveal Email/Phone
10
Operational SpecialistReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$107.4M4098%N/AN/A
#2
$44.4M1924%N/AN/A
#3
$2.3M18-40%N/AN/A
#4
$156.8M58825%N/AN/A
#5
$79.3M30257%N/AN/A
#6
$6.4M3836%N/AN/A
#7
$20.2M967%N/AN/A
#8
$5.9M350%N/AN/A
#9
$5.7M3410%N/AN/A
#10
$361.9M1231-2%N/AN/A
Add Company

What Is FirstPurpose Wealth?

FirstPurpose Wealth helps business owners, executives, retirees and others clarify their purpose and create the financial means to fulfill it. Because achieving purpose-driven goals is more satisfying than chasing empty numbers, we first help clients clarify their purpose, so they know their why. Then we create and execute an integrated financial plan including traditional and private investments, tax strategies, estate planning, and charitable giving. We work best with clients who collaboratively create and co-pilot a long-term financial plan. Working together, we build wealth, minimize taxes, optimize transactions, manage outlier years, plan for financial independence and implement successful retirement income strategies. FirstPurpose Wealth: Live your life on purpose.

keywords:N/A

N/A

Total Funding

54

Number of Employees

$10.2M

Revenue (est)

8%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$7M5450%N/A
#2
$13.1M542%N/A
#3
$9.9M556%N/A
#4
$13.4M556%N/A
#5
$3.5M558%N/A