Momentum Financial Planning Revenue and Competitors
Estimated Revenue & Valuation
- Momentum Financial Planning's estimated annual revenue is currently $7.5M per year.
- Momentum Financial Planning's estimated revenue per employee is $72,115
Employee Data
- Momentum Financial Planning has 104 Employees.
- Momentum Financial Planning grew their employee count by -12% last year.
Momentum Financial Planning's People
| Name | Title | Email/Phone |
|---|---|---|
1 | CEO: Structured Products and Annuities | Reveal Email/Phone |
2 | Franchise Owner | Reveal Email/Phone |
3 | Channel Director | Reveal Email/Phone |
4 | Service Account Manager | Reveal Email/Phone |
5 | Sales Enablement Manager | Reveal Email/Phone |
6 | Manager | Reveal Email/Phone |
7 | Manager Operations | Reveal Email/Phone |
8 | Financial Planner | Reveal Email/Phone |
9 | Financial Planner | Reveal Email/Phone |
10 | Financial Planner | Reveal Email/Phone |
What Is Momentum Financial Planning?
VISION: We are committed to fulfilling your lifelong needs by helping you to plan and achieve your financial goals. MISSION: We believe in the value of financial advice to match your income and life stage. VALUES: Our financial advisers spend the time to get to know you, understand your priorities, your lifestyle and your needs walking the journey with you as a trusted advisor and friend. What makes us different? We are real-life people, like you, with a passion to show up for you and walk the journey of life with you. Helping you plan and manage your financial needs realistically. Our product portfolio includes: - Healthcare - Car & Home Insurance - Life Insurance - Investments & Savings We show up to positively impact your life journey, because we care!
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Total Funding
104
Number of Employees
$7.5M
Revenue (est)
-12%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $28.1M | 104 | 0% | N/A |
#2 | $17.2M | 104 | -25% | N/A |
#3 | $18.7M | 104 | 4% | N/A |
#4 | $28.1M | 104 | -3% | N/A |
#5 | $21.8M | 104 | 20% | N/A |