Advisent Revenue
Accounting • 
San Diego, California, United States • 51-100 Employees
Advisent revenue & valuation
| Annual revenue | $2,900,000 |
| Revenue per employee | $44,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Accounting industry and current estimated revenues | $9,300,000 |
| Total funding | No funding |
Key Contacts at Advisent
Kasey English
Director Of Business Development
Paul Hubbard
Director Of Client Sucess
Diane Courtney
Director Of Accounting Services
Kasey English
Director Of Business Development
Company overview
| Headquarters | 3131 Camino del Rio N, Suite 820, San Diego, California 92108, US |
| Phone number | +18585652700 |
| Websites | |
| NAICS | 5412 |
| Keywords | Auditing, Accounting, Outsourcing, Government, Consulting, Tax, Assurance, Education, Mortgage Banking, Internal Audit, Compliance, K-12, Profit, Business Taxation, Municipalities, Tax Credits, EOS, Charter Schools, Multi-State Tax, Independent Mortgage Bankers |
| Founded | 2014 |
| Employees | 51-100 |
| Socials |
Advisent Email Formats
Advisent uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@cwdl.com), used 72.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@cwdl.com | 80% |
{first name}{last name} | johndoe@cwdl.com | 7.5% |
{last name}{last name} | doedoe@cwdl.com | 7.5% |
{f2}{last name} | {f2}doe@cwdl.com | 2.5% |
About Advisent
CWDL’s mortgage, Arizona government, and closely held business practices are now Advisent: a specialized accounting and advisory firm built to serve regulated industries nationwide. While our name has changed, our team—and our deep focus on mortgage companies and Arizona government entities—remains the same. We’ve rebranded to better reflect who we are today: a specialized firm built to support regulated industries with insight, experience, and follow-through. This shift moves us from a name based on partner initials to one that represents the strength and depth of our entire team. What’s staying the same? Your advisors, your service model, and our commitment to helping you navigate complexity with clarity and confidence. What’s new is greater access to resources, expanded expertise, and the national support of Crete Professionals Alliance, all to help you move forward with purpose. "Advisent" is the brand name under which Advisent Assurance, LLP and Advisent, LLC provide professional services. Advisent Assurance, LLP and Advisent, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Advisent Assurance, LLP is a licensed independent CPA firm that provides attest services to its clients, and Advisent, LLC provides tax and business consulting services to their clients. Advisent, LLC is not a licensed CPA firm.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Advisent has 22 employees across 5 departments.
Departments
Number of employees
Funding Data
Advisent has never raised funding before.
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