Shepherd Financial Partners Revenue and Competitors

Boston, MA USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Shepherd Financial Partners's estimated annual revenue is currently $3.7M per year.(i)
  • Shepherd Financial Partners's estimated revenue per employee is $147,000

Employee Data

  • Shepherd Financial Partners has 25 Employees.(i)
  • Shepherd Financial Partners grew their employee count by 0% last year.

Shepherd Financial Partners's People

NameTitleEmail/Phone
1
Chief Investment OfficerReveal Email/Phone
2
Managing Director and Wealth AdvisorReveal Email/Phone
3
Client Relationship ManagerReveal Email/Phone
4
Client Services ManagerReveal Email/Phone
5
Wealth Advisor, CFP®Reveal Email/Phone
6
Wealth AdvisorReveal Email/Phone
7
Business Development SpecialistReveal Email/Phone
8
Financial ParaplannerReveal Email/Phone
9
ParaplannerReveal Email/Phone
10
Senior Client Operations SpecialistReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$35.1M152-8%N/AN/A
#2
$128.6M4906%N/AN/A
#3
$3.8M26136%$7.5MN/A
#4
$1.4M1138%N/AN/A
#5
$7.9M4762%N/AN/A
#6
$16.8M8033%N/AN/A
#7
$3.2M22-53%N/AN/A
#8
$6.9M41-5%N/AN/A
#9
$47.1M204-2%N/AN/A
#10
$164.9M0N/AN/AN/A
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What Is Shepherd Financial Partners?

Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment. We build our client relationships on the basis of mutual trust and communication. We strive to deliver exceptional service, standing by our clients as their needs and aspirations grow and change and we always go the extra mile to exceed our clients’ expectations. We conduct our business in a highly ethical manner and always put our clients’ needs first.\r\n\r\nFinancial planning and investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Shepherd Financial Partners and LPL Financial are separate entities.\r\nThe financial consultants at Shepherd Financial Partners are registered representatives with and\r\nsecurities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA\r\nand SIPC, please refer to ‘Contact Info’ section above. For a list of states in which the financial\r\nconsultants affiliated with Shepherd Financial Partners are registered to do business, please\r\nvisit www.shepherdfinancialpartners.com. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

keywords:N/A

N/A

Total Funding

25

Number of Employees

$3.7M

Revenue (est)

0%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$4.7M250%N/A
#2
$5.7M25108%N/A
#3
$3.6M260%N/A
#4
$1.7M2717%N/A
#5
$3.8M2735%N/A