Universal Financial Consultants Revenue and Competitors

Tampa, FL USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Universal Financial Consultants's estimated annual revenue is currently $10.2M per year.(i)
  • Universal Financial Consultants's estimated revenue per employee is $189,000

Employee Data

  • Universal Financial Consultants has 54 Employees.(i)
  • Universal Financial Consultants grew their employee count by 8% last year.

Universal Financial Consultants's People

NameTitleEmail/Phone
1
Owner & CEOReveal Email/Phone
2
OwnerReveal Email/Phone
3
Sr VPReveal Email/Phone
4
Operations DirectorReveal Email/Phone
5
Marketing Director & Executive Sales SupportReveal Email/Phone
6
Director Annuity SalesReveal Email/Phone
7
Sr. Accounting ManagerReveal Email/Phone
8
Case ManagerReveal Email/Phone
9
Case ManagerReveal Email/Phone
10
Life Insurance and Annuity ConsultantReveal 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 Universal Financial Consultants?

Universal Financial Consultants (UFC) is an Insurance and Investment Consulting Organization that partners with Advisors across the nation to bring the most innovative financial strategies to their clients for optimized financial security and success. UFC is a founding member of Insurance Designers of America, one of the largest Brokerage General Agencies/Independent Marketing Organizations in the country. UFC's business affiliations allow its partners the best of all worlds: tremendous leverage and scale, access to the top insurance carriers and products, and good old fashioned local customer service support. With branches throughout the U.S., UFC exceeds expectation when it comes to working with Advisors and clients to ensure a sound plan to achieve goals. UFC is also proud of its independent, non‐captive offerings that underscore the value proposition UFC consistently delivers to its family of Advisors day-in and day-out, upholding the reputation of always focusing on what is best for the client above all else.

keywords:N/A

N/A

Total Funding

54

Number of Employees

$10.2M

Revenue (est)

8%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
N/A5432%N/A
#2
$8M54-2%N/A
#3
$12.2M55-5%N/A
#4
$13.4M5515%N/A
#5
$14.4M556%N/A