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AboveBoard Financial

AboveBoard Financial

Financial ServicesFlag of USManhattan, New York, United States1-10 Employees

Company overview

Headquarters246 5th Ave, Floor 5, New York, NY 10001, US
Website
NAICS52
SIC628
Employees1-10
Socials

Key Contact at AboveBoard Financial

Flag of US

Nancy Huynh

Technical Co-Founder

AboveBoard Financial Email Formats

AboveBoard Financial uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@aboveboardfinancial.com), used 66.7% of the time.

FormatExamplePercentage
{first initial}.{last name}
j.doe@aboveboardfinancial.com
66.7%
{first initial}
j@aboveboardfinancial.com
33.3%

About AboveBoard Financial

AboveBoard Financial is an independent insurance brokerage specializing in life, disability, and long-term care insurance. We work with individuals, families, business owners, executive teams and financial advisors to develop insurance strategies that align with broader financial goals. We support clients across a range of needs, including: - Individuals, families, business owners and executives who are seeking protection and long-term security - Private clients navigating complex needs related to estate planning, wealth transfer, and tax efficiency - Financial advisors looking for a thoughtful insurance partner who shares their commitment to high-quality, client-first advice Our approach is shaped by institutional-grade analytics and real financial expertise—rooted in our founder’s background as an investment banker and hedge fund investor at Goldman Sachs. We craft insurance strategies with clarity and precision, focused on long-term alignment with our clients.

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AboveBoard Financial revenue & valuation

Annual revenue$171,110
Revenue per employee$86,000
Estimated valuation?$547,552
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

AboveBoard Financial has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

AboveBoard Financial has never raised funding before.

AboveBoard Financial Tech Stack

Discover the technologies and tools that power AboveBoard Financial's digital infrastructure, from frameworks to analytics platforms.

Segment

Segment

Customer data platform

BDOW

BDOW

Marketing automation

D3

D3

JavaScript graphics

PWA

PWA

Miscellaneous

Erlang

Erlang

Programming languages

jQuery

jQuery

JavaScript libraries

HSTS

HSTS

Security

Facebook Login

Facebook Login

Authentication

Google Analytics

Google Analytics

Analytics

Bootstrap

Bootstrap

UI frameworks

Google Workspace

Google Workspace

Email

Google Tag Manager

Google Tag Manager

Tag managers

Frequently asked questions

AboveBoard Financial is located in Manhattan, New York, US.
AboveBoard Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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