Strategic Financial Partners Revenue and Competitors

Memphis, TN USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Strategic Financial Partners's estimated annual revenue is currently $34.6M per year.(i)
  • Strategic Financial Partners's estimated revenue per employee is $231,000

Employee Data

  • Strategic Financial Partners has 150 Employees.(i)
  • Strategic Financial Partners grew their employee count by 15% last year.

Strategic Financial Partners's People

NameTitleEmail/Phone
1
Financial AdvisorReveal Email/Phone
2
Financial Adviser, Financial Services RepresentativeReveal Email/Phone
3
EVPReveal Email/Phone
4
Financial AdviserReveal Email/Phone
5
Assistant Operations Manager Agency Technology SpecialistReveal Email/Phone
6
CERTIFIED FINANCIAL PLANNER™ PractitionerReveal Email/Phone
7
Financial AdvisorReveal Email/Phone
8
Chief Operating OfficerReveal Email/Phone
9
EVPReveal Email/Phone
10
Financial PlannerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$208M1119-5%$734.3M$13.4B
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What Is Strategic Financial Partners?

Strategic Financial Partners helps individuals, families, business owners and professionals develop expertly-tailored financial strategies. We provide the experience you need to use investment and insurance products confidently to create, preserve and distribute your wealth. Our Vision: to excel in our role as one of the industry's premier distribution organizations that is known for professional advisors who deliver holistic solutions through a process-driven approach. Our Strategy: Holistic ApproachEach Financial Services Representative is backed by a team of specialists in investments and insurance who bring different points of view to your financial affairs. This holistic approach can help you build a truly diversified portfolio of retirement, wealth management, asset protection and estate planning solutions. TeamsWe are known for our unparalleled commitment to building highly effective advisory teams. Advisors who are part of teams see client situations from multiple perspectives leading to more comprehensive planning and a higher quality client experience. CultureWe are known for our entrepreneurial culture, a place where advisors come to build their practices by delivering advice and guidance tailored to meet the needs of individuals, families and small businesses. _____ We are licensed and registered to offer products and services in TN. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information. Securities, investment advisory and financial planning services offered through qualified registered representatives of MSI Financial Services, Inc. Member SIPC (www.SIPC.org). Strategic Financial Partners is not is not a subsidiary or affiliate of MSI Financial Services, Inc., or its affiliated companies.

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Total Funding

150

Number of Employees

$34.6M

Revenue (est)

15%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Strategic Financial Partners News

2022-04-20 - Focus Expands Global Presence to Switzerland Octogone Holding to Join Focus as a New Partner Firm

Switzerland is an important strategic priority for us given that it is a ... Focus Financial Partners Inc. is a leading partnership of...

2022-04-19 - PBF Energy Announces First Quarter 2022 Results

PBF Energy's financial results reflect the consolidation of PBF Logistics ... discussions with potential strategic and financial partners.

2022-04-17 - American Battery Technology Company Hires Critical Minerals and Precious Metals Strategic Financial Development Expert as CFO

... and Precious Metals Strategic Financial Development Expert as CFO ... as Managing Consultant at Filsinger Energy Partners, and as an...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$41.4M15047%N/A
#2
$36.3M150-7%N/A
#3
$36.5M15116%N/A
#4
$34.9M1516%N/A
#5
$48.3M15318%N/A