Momentum Financial Planning Revenue and Competitors

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Location

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Total Funding

Industry

Estimated Revenue & Valuation

  • Momentum Financial Planning's estimated annual revenue is currently $7.5M per year.(i)
  • Momentum Financial Planning's estimated revenue per employee is $63,559

Employee Data

  • Momentum Financial Planning has 118 Employees.(i)
  • Momentum Financial Planning grew their employee count by -11% last year.

Momentum Financial Planning's People

NameTitleEmail/Phone
1
Head the Momentum Institute Financial PlanningReveal Email/Phone
2
Channel DirectorReveal Email/Phone
3
Advice ManagerReveal Email/Phone
4
Office ManagerReveal Email/Phone
5
Channel Operations ManagerReveal Email/Phone
6
Regional ManagerReveal Email/Phone
7
Regional ManagerReveal Email/Phone
8
ADVICE MANAGER KZN & GAUTENGReveal Email/Phone
9
Advice ManagerReveal Email/Phone
10
Executive Financial Adviser and Employee Benefits SpecialistReveal 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

118

Number of Employees

$7.5M

Revenue (est)

-11%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$38.9M1188%N/A
#2
$17.1M11812%N/A
#3
$31.9M118-2%N/A
#4
$7.5M1188%N/A
#5
$26M11826%N/A