Thomas Financial Revenue and Competitors

Orlando, FL USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Thomas Financial's estimated annual revenue is currently $3.8M per year.(i)
  • Thomas Financial's estimated revenue per employee is $147,000

Employee Data

  • Thomas Financial has 26 Employees.(i)
  • Thomas Financial grew their employee count by 4% last year.

Thomas Financial's People

NameTitleEmail/Phone
1
Principal and Chief Operating OfficerReveal Email/Phone
2
Director Case DesignReveal Email/Phone
3
Director Corporate Retirement and Individual Disability DivisonsReveal Email/Phone
4
Director Client ServicesReveal Email/Phone
5
Financial Advisor, CFP®Reveal Email/Phone
6
Executive AssistantReveal Email/Phone
7
President, Wealth Management DivisionReveal Email/Phone
8
Case Design AnalystReveal Email/Phone
9
Case Design AnalystReveal Email/Phone
10
Case Design AnalystReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$5M307%N/AN/A
#2
$2.1M17-26%N/AN/A
#3
$43.2M187-2%N/AN/A
#4
$18.9M9018%$100MN/A
#5
$94.2M3592%N/AN/A
#6
$19.7M9429%N/AN/A
#7
$42.7M18522%N/AN/A
#8
$0.2M20%N/AN/A
#9
$6.7M408%N/AN/A
#10
$11.9M65-12%$75MN/A
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What Is Thomas Financial?

Thomas Financial is one of a select number of financial service firms chosen to be a member of M Financial Group, a network of more than 140 independent members, all dedicated to serving high net worth individuals and growth companies. Our resources and knowledge allow us to create advantages unique in the financial world, while providing personal attention. As a member firm of M Financial Group, Thomas Financial delivers a significant added value gained from a dynamic business relationship that unites expertise, innovation and service with products designed to help meet the needs of the affluent and corporate markets. Member Firms of M Financial Group represent some of the best and most successful professionals in the industry, maintaining an entrepreneurial spirit while remaining firmly rooted in their communities. When you enter into a relationship with Thomas Financial, you benefit from an advisor who is focused on you while drawing upon the resources of a national network. Securities Offered through M Holdings Securities, Inc., a Registered Broker Dealer, Member FINRA/SIPC. Thomas Financial is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

keywords:N/A

N/A

Total Funding

26

Number of Employees

$3.8M

Revenue (est)

4%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Thomas Financial News

2022-04-20 - AG finds 'misjudgments' by LRGH trustees

... of Justice noted that the lengthy tenure of the executives – 25-year CEO Thomas Clairmont and chief financial officer Henry Lipman,...

2022-03-30 - Inside the consulting firm run by Ginni Thomas, wife of Supreme Court Justice Clarence Thomas

Virginia “Ginni” Thomas, wife of Supreme Court Justice Clarence Thomas, ... In the case of Ginni Thomas, the court's financial disclosure...

2022-03-30 - Thomas Garrott remembered as financial innovator, 'father of supermarket banking'

Thomas Garrott remembered as financial innovator, 'father of supermarket ... Thomas McMurry Garrott, a business-and-finance innovator who...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$1.9M2637%$7.3M
#2
$2.5M268%N/A
#3
$35M268%N/A
#4
$1.8M26-40%$12.4M
#5
$4.3M264%N/A