SagePoint Financial Revenue and Competitors
Estimated Revenue & Valuation
- SagePoint Financial's estimated annual revenue is currently $65.4M per year.
- SagePoint Financial's estimated revenue per employee is $231,000
Employee Data
- SagePoint Financial has 283 Employees.
- SagePoint Financial grew their employee count by -25% last year.
SagePoint Financial's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Regional VP, Business Development | Reveal Email/Phone |
2 | Regional Supervision Director | Reveal Email/Phone |
3 | Wealth Manager | Reveal Email/Phone |
4 | Office Manager | Reveal Email/Phone |
5 | Branch Manager | Reveal Email/Phone |
6 | Branch Manager | Reveal Email/Phone |
7 | OSJ/Branch Manager | Reveal Email/Phone |
8 | Branch Manager, OSJ, Registered Principal | Reveal Email/Phone |
9 | Financial Advisor | Reveal Email/Phone |
10 | Registered Financial Services Assistant | Reveal Email/Phone |
SagePoint Financial Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $6.9M | 41 | 58% | N/A | N/A |
#2 | $35.1M | 152 | 19% | N/A | N/A |
#3 | $7.9M | 47 | 0% | N/A | N/A |
#4 | $18.9M | 90 | 5% | N/A | N/A |
#5 | $21M | 100 | 14% | N/A | N/A |
#6 | $40M | 173 | 12% | N/A | N/A |
#7 | $7.2M | 43 | 2% | N/A | N/A |
#8 | $6M | 36 | 6% | N/A | N/A |
#9 | $5.4M | 32 | 300% | N/A | N/A |
#10 | $37.7M | 163 | N/A | N/A | N/A |
What Is SagePoint Financial?
At SagePoint Financial, our goal is to help independent financial advisors and their clients build profitable relationships by providing superior customer service and support. This web site is part of our effort toward that goal.
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N/A
Total Funding
283
Number of Employees
$65.4M
Revenue (est)
-25%
Employee Growth %
N/A
Valuation
N/A
Accelerator
SagePoint Financial News
2022-04-13 - Advisor Group Welcomes Gallagher's Retirement Plan Consulting Practice To
Its Network
... SagePoint Financial, Securities America and Woodbury Financial Services ... Jeff Leonard, Financial and Retirement Services Leader North...
Other Companies in Phoenix
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $90.3M | 283 | -8% | N/A |
#2 | $85.8M | 289 | 33% | N/A |
#3 | N/A | 290 | 24% | N/A |
#4 | $86.7M | 292 | 30% | N/A |
#5 | $46.6M | 292 | -12% | N/A |