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Shepherd Financial Revenue and Competitors

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Carmel, IN USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Shepherd Financial's estimated annual revenue is currently $6.9M per year.(i)
  • Shepherd Financial's estimated revenue per employee is $168,000

Employee Data

  • Shepherd Financial has 41 Employees.(i)
  • Shepherd Financial grew their employee count by -5% last year.

Shepherd Financial's People

NameTitleEmail/Phone
1
Co-Founder, Chief Operating OfficerReveal Email/Phone
2
Director Investment ManagementReveal Email/Phone
3
Director - Innovation & Client ExperienceReveal Email/Phone
4
Director - Retirement Plan ServicesReveal Email/Phone
5
Director - Retirement Plan ComplianceReveal Email/Phone
6
Partner | CERTIFIED FINANCIAL PLANNER™Reveal Email/Phone
7
Wealth AdvisorReveal Email/Phone
8
Financial MentorReveal Email/Phone
9
Client Relationship Support SpecialistReveal Email/Phone
10
Client Solutions CoordinatorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$20.2M96100%N/AN/A
#2
$51.7M224N/AN/AN/A
#3
$23.7M113-7%N/AN/A
#4
$6.4M389%N/AN/A
#5
$11.2M59-3%N/AN/A
#6
$45.3M1969%N/AN/A
#7
$0.1M30%$1.5MN/A
#8
$28.8M1371%N/AN/A
#9
$8.4M500%N/AN/A
#10
$7.1M4217%N/AN/A
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What Is Shepherd Financial?

We believe in making a difference in employees' lives by helping them on a path for a successful retirement. Through our advisors, we educate and motivate 401(k) participants with informative and personalized tools that will help them improve their financial behavior while giving them access to quality investments. We value keeping total plan costs as reasonable as possible without sacrificing service. We help instill confidence in retirement plan trustees, corporate staff, and participants by guiding them through our established process. Advisory services offered through Shepherd Financial Investment Advisory, LLC or Capital Analysts, LLC, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com Shepherd Financial, LLC and Shepherd Financial Investment Advisory, LLC are independent of and not affiliated with Capital Analysts or Lincoln Investment.

keywords:N/A

N/A

Total Funding

41

Number of Employees

$6.9M

Revenue (est)

-5%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$10.1M41-9%N/A
#2
$6.9M41-52%N/A
#3
$4.9M410%N/A
#4
$4.6M4171%N/A
#5
$9.1M42-21%N/A