Advisor Controls Revenue

Financial Services • Charlotte, North Carolina, United States • 1-10 Employees

Advisor Controls revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at Advisor Controls

Henry Doss

CEO

Company overview

Headquarters	615 S College St Floor 9, Charlotte, NC 28202, US
Phone number	+19805058225
Website	advisorcontrols.com
NAICS	52
Employees	1-10
Socials

Advisor Controls Email Formats

Advisor Controls uses 1 email format. The most common is {first initial} (e.g., j@advisorcontrols.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@advisorcontrols.com	100%

About Advisor Controls

Advisor Controls offers a comprehensive suite of tools designed to enhance client financial planning outcomes and boost the profitability of advisors’ practices. The Advisor Controls financial planning and management software provides services that optimize product mix and maximize planning results. Through this software, financial advisors gain access to essential resources, trusted technologies, and proven planning processes used by top producers in their industry. This user-friendly solution simplifies and elevates their clients' retirement and financial planning needs, from simple income flooring to advanced estate strategies.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Advisor Controls has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Advisor Controls has never raised funding before.

Advisor Controls Tech Stack

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

Jetpack

WordPress plugins

Gravity Forms

Form builders

Amazon SES

Goober

JavaScript libraries

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

Redux Framework

WordPress plugins

PHP

Programming languages

WordPress

Blogs

Frequently asked questions

Advisor Controls is located in Charlotte, North Carolina, US.

You can reach Advisor Controls at +19805058225.

Advisor Controls generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

Advisor Controls has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Advisor Controls has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Advisor Controls

Henry Doss

CEO

4.8

40,000 users