Trajan Wealth Revenue and Competitors
Estimated Revenue & Valuation
- Trajan Wealth's estimated annual revenue is currently $16M per year.
- Trajan Wealth's estimated revenue per employee is $210,000
Employee Data
- Trajan Wealth has 76 Employees.
- Trajan Wealth grew their employee count by 27% last year.
Trajan Wealth's People
Name | Title | Email/Phone |
---|---|---|
1 | Chief Investment Officer | Reveal Email/Phone |
2 | Chief Marketing Officer | Reveal Email/Phone |
3 | Chief Administrative Officer (CAO) | Reveal Email/Phone |
4 | Chief Compliance Officer | Reveal Email/Phone |
5 | Chief Operating Officer | Reveal Email/Phone |
6 | Portfolio Manager | Reveal Email/Phone |
7 | Continuous Improvement Manager | Reveal Email/Phone |
8 | Manager - Client Development Team / Manager - Portfolio Management Group | Reveal Email/Phone |
9 | Manager - Client Portfolio Management and Client Development | Reveal Email/Phone |
10 | Portfolio Manager | Reveal Email/Phone |
Trajan Wealth Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $6.9M | 41 | 58% | N/A | N/A |
#2 | $35.1M | 152 | 19% | N/A | N/A |
#3 | $7.9M | 47 | 0% | N/A | N/A |
#4 | $18.9M | 90 | 5% | N/A | N/A |
#5 | $21M | 100 | 14% | N/A | N/A |
#6 | $40M | 173 | 12% | N/A | N/A |
#7 | $7.2M | 43 | 2% | N/A | N/A |
#8 | $6M | 36 | 6% | N/A | N/A |
#9 | $5.4M | 32 | 300% | N/A | N/A |
#10 | $37.7M | 163 | N/A | N/A | N/A |
What Is Trajan Wealth?
Trajan Wealth is an independent financial services company dedicated to helping affluent investors make sense of their current and future financial lives. As a Registered Investment Advisor (RIA), we have the experience, knowledge and dedication to help navigate the ever changing economic landscape. The name Trajan was given to a Roman Emperor who reigned from 98 to 117 AD. Marcus Augustus, also known as Trajan, was credited for the largest growth in the Roman Empire. Trajan was given the nickname "Optimus," which means best, and he is considered the best of all Roman Caesars. Trajan the Emperor introduced programs that helped cities whose finances were strained and helped reduce taxation. Like the emperor, Trajan Wealth's values include low cost, low fee savings programs that will either help reduce or diminish your tax burden. As an independent Registered Investment Advisor, we have a fiduciary duty to put your best interests first.
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Total Funding
76
Number of Employees
$16M
Revenue (est)
27%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $7.5M | 76 | 10% | N/A |
#2 | $19.3M | 76 | 6% | N/A |
#3 | $14.1M | 76 | 7% | N/A |
#4 | $19.3M | 76 | 7% | N/A |
#5 | $7.8M | 76 | 7% | N/A |