Francis Financial Revenue and Competitors
Estimated Revenue & Valuation
- Francis Financial's estimated annual revenue is currently $3.7M per year.
- Francis Financial's estimated revenue per employee is $147,000
Employee Data
- Francis Financial has 25 Employees.
- Francis Financial grew their employee count by 4% last year.
Francis Financial's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Senior Director Marketing | Reveal Email/Phone |
2 | Director Marketing | Reveal Email/Phone |
3 | Managing Director | Reveal Email/Phone |
4 | Associate Advisor | Reveal Email/Phone |
5 | Lead Advisor | Reveal Email/Phone |
6 | Senior Client Service Associate | Reveal Email/Phone |
7 | Analyst | Reveal Email/Phone |
8 | Marketing Associate | Reveal Email/Phone |
9 | Analyst | Reveal Email/Phone |
10 | Client Services Associate | Reveal Email/Phone |
Francis Financial Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $1.8M | 14 | -71% | N/A | N/A |
#2 | $90M | 343 | 6% | N/A | N/A |
#3 | $5.7M | 34 | 10% | N/A | N/A |
#4 | $449.5M | 1529 | 5% | N/A | N/A |
#5 | $26.9M | 128 | 0% | N/A | N/A |
#6 | $7.9M | 47 | 9% | N/A | N/A |
#7 | $8.2M | 49 | 4% | N/A | N/A |
#8 | $81.6M | 311 | -1% | N/A | N/A |
#9 | $1.6M | 13 | 0% | N/A | N/A |
#10 | $135.2M | 515 | -16% | N/A | N/A |
What Is Francis Financial?
Francis Financial, Inc. is an award winning, Boutique Wealth Management and Financial Planning firm dedicated to providing successful individuals and families personalized financial guidance. Our fee-only approach promises objectivity in our recommendations and services to you, and provides fiduciary loyalty and financial peace of mind to our family of clients. Our firm specializes in servicing clients with approximately $2-3 Million and more in investible assets. We also specialize in Divorce Financial Planning, where we analyze and forecast the short-term and long-term impacts of any given settlement, and offer unbiased recommendations to our clients. We work closely with Divorce Attorneys, mediators, coaches and other divorce professionals through this process.
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Total Funding
25
Number of Employees
$3.7M
Revenue (est)
4%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Francis Financial News
Also special thanks to his caregiver Meredith Redhead and his financial adviser Vincent Suter. Private family graveside services were held at...
For the advisor's clients, Medicare enrollment is particularly confusing, exhausting and frustrating," said Dave Francis, co-founder and CEO...
Diane Francis: Russo-Ukrainian War will fundamentally alter the ... Many countries have refused to enact severe financial and energy...
Other Companies in New York
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $7.5M | 25 | -4% | N/A |
#2 | $2.8M | 25 | 4% | N/A |
#3 | $1.8M | 25 | 4% | $48.9M |
#4 | $1.8M | 25 | -22% | $1.6M |
#5 | $1.8M | 25 | -29% | $67M |