Tristate Financial Advisors Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Tristate Financial Advisors's estimated annual revenue is currently $25.6M per year.(i)
  • Tristate Financial Advisors's estimated revenue per employee is $210,000

Employee Data

  • Tristate Financial Advisors has 122 Employees.(i)
  • Tristate Financial Advisors grew their employee count by 56% last year.

Tristate Financial Advisors's People

NameTitleEmail/Phone
1
Junior Financial AdvisorReveal Email/Phone
2
Junior Financial ConsultantReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$7.7M460%N/AN/A
#2
$6M366%N/AN/A
#3
$6.9M41-2%N/AN/A
#4
$1.8M1427%N/AN/A
#5
$25.4M121-3%N/AN/A
#6
$5M30-3%N/AN/A
#7
$12.9M68-12%N/AN/A
#8
$4.1M2812%N/AN/A
#9
$3.7M25-14%N/AN/A
#10
$10.4M5510%N/AN/A
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What Is Tristate Financial Advisors?

At Tristate Financial Advisors, we have customized our services to specifically fit the financial needs of Tristate residents. As a branch of the Florida Financial Advisors company, we are a full-service comprehensive financial and wealth management firm with a keen focus on helping our clients realize their dreams. We take a personalized approach and work together with you to navigate your financial strategy.\n\nTo us, it is vital that we work with you to not only identify your current financial situation but anticipate what the future may bring: a private school, a boat, a beach house, a business venture. We know that planning for the future is all in the details, with a special focus on your career as the most important cornerstone. We take a holistic approach and factor in your company's benefits package to ensure you are maximizing your financial future. \n\nWe are excited about our expansion to the Charlotte, North Carolina area in April of 2022. Please check out our office there as well. \nPhone:\nPhone: (740) 440-4508\nEmail: info@tristatefa.com

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N/A

Total Funding

122

Number of Employees

$25.6M

Revenue (est)

56%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$30.5M122-8%N/A
#2
$31M1226%N/A
#3
$12.2M1226%N/A
#4
$32.9M1228%N/A
#5
$32.9M1224%N/A