Prevail Strategies Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Prevail Strategies's estimated annual revenue is currently $12.3M per year.(i)
  • Prevail Strategies's estimated revenue per employee is $189,000

Employee Data

  • Prevail Strategies has 65 Employees.(i)
  • Prevail Strategies grew their employee count by 30% last year.

Prevail Strategies's People

NameTitleEmail/Phone
1
Founder & CEOReveal Email/Phone
2
Advisor | VPReveal Email/Phone
3
VPReveal Email/Phone
4
VPReveal Email/Phone
5
Director Client Experience & OperationsReveal Email/Phone
6
Director Strategic PartnershipsReveal Email/Phone
7
Director I Prevail Innovative Wealth StrategiesReveal Email/Phone
8
Director I Prevail Innovative Wealth StrategiesReveal Email/Phone
9
Manager - Private InvestmentsReveal Email/Phone
10
Manager - Advanced PlanningReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$10.6M5612%N/AN/A
#2
$24.4M11623%N/AN/A
#3
$7.5MN/AN/AN/A
#4
$1.3M10-17%N/AN/A
#5
$8.4M500%N/AN/A
#6
$11.3M600%N/AN/A
#7
$278.1M9465%N/AN/A
#8
$8.1M480%N/AN/A
#9
$33.5M1452%N/AN/A
#10
$7.2M4316%N/AN/A
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What Is Prevail Strategies?

We believe the financial services industry has placed too much emphasis on the accumulation phase of the financial lifecycle with little regard to the planning and distribution phase. We challenge the industry status quo by focusing on what you keep so you can take control of your financial future.\n\nThe Power of Zero Strategy (for Individuals)\nThe Power of Zero is a wealth-building strategy that allows retirement income to be withdrawn at, or nearer to, a 0% income tax rate. It's an approach that puts you in control of your tax bracket and allows you to keep more of your hard-earned money.\n\nCorporate Capital Strategy (for Business Owners)\nOur Corporate Capital Strategy is for business owners who want a better way to prepare for retirement than hoping their business continues to be successful. It also offers an alternative to funding growth, equipment purchases or daily operations that builds wealth as if the borrowed funds never left the investment.

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Total Funding

65

Number of Employees

$12.3M

Revenue (est)

30%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$15.1M6627%N/A
#2
$12.5M662%N/A
#3
$8.7M6734%N/A
#4
$7.2M67-1%N/A
#5
$15.7M675%N/A