SteelPeak Wealth Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • SteelPeak Wealth's estimated annual revenue is currently $12.5M per year.(i)
  • SteelPeak Wealth's estimated revenue per employee is $189,000

Employee Data

  • SteelPeak Wealth has 66 Employees.(i)
  • SteelPeak Wealth grew their employee count by 38% last year.

SteelPeak Wealth's People

NameTitleEmail/Phone
1
Founding Partner, CEOReveal Email/Phone
2
Chief Investment Officer, Founding PartnerReveal Email/Phone
3
Founding Partner & CFOReveal Email/Phone
4
Chief Administrative Officer (CAO)Reveal Email/Phone
5
Associate VP, Wealth Advisor, Financial & Retirement Planner, Asset ManagerReveal Email/Phone
6
SVP Wealth ManagementReveal Email/Phone
7
VPReveal Email/Phone
8
VP, Wealth ManagerReveal Email/Phone
9
SVPReveal Email/Phone
10
VPReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$6.9M41-5%N/AN/A
#2
$42M1821%N/AN/A
#3
$27.7M132-3%N/AN/A
#4
$6.4M383%N/AN/A
#5
$25.2M1205%N/AN/A
#6
$36M1568%N/AN/A
#7
$299.3M101837%N/AN/A
#8
$3.2M2216%N/AN/A
#9
$5.4M323%N/AN/A
#10
$16.6M79N/AN/AN/A
Add Company

What Is SteelPeak Wealth?

SteelPeak is an independent financial planning and investment advisory firm that seeks to empower private clients with the direction to build their wealth for every life stage, by turning complexity into clarity using a disciplined process. As client advocates, we are dedicated to helping you achieve your most important financial goals as effectively and safely as possible. As fiduciary wealth managers, we are committed to acting in your best interests at all times. SteelPeak’s exclusive financial planning and investing solutions are customized to each client’s unique goals. And our deep expertise and world-class resources empower clients to thrive during every stage of their lives. 
 We pride ourselves on our independence, which enables us to provide truly objective advice, without hidden agendas or conflicts of interest. At SteelPeak, our clients’ success is our first priority.

keywords:N/A

N/A

Total Funding

66

Number of Employees

$12.5M

Revenue (est)

38%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$17.2M665%N/A
#2
$16.3M67-4%N/A
#3
$9M6726%N/A
#4
$10.9M6710%N/A
#5
$12.4M685%$120M