Advitalize Revenue

Investment Management • • 1-10 Employees

Advitalize revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Advitalize

Kirk Loury

CEO

Company overview

Headquarters	XX
Websites	advitalize.ai investinengine.com
NAICS	5231
Keywords	Investor Relations, Private Equity, Investment Analysis, Hedge Funds, Portfolio Analysis, Advisors, Portfolio Building, Family Offices, Private Wealth, Investment Selection, Factor Investing, Investment Discovery, Buy-Side Analysts, Etfs And Mutual Funds, Optimization To Investment Objective, Public Stocks, Sell-Side Analysts
Founded	2023
Employees	1-10

Advitalize Email Formats

Advitalize uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@advitalize.ai), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@advitalize.ai	100%

About Advitalize

Advitalize.ai is a Turnkey Asset Management Platform (TAMP) like no other. It is an RIA's profit engine solely focused on RIAs with <$250M in AUM. Advitalize's business solution provides: 1) RIA Revenue Growth: A full marketing system built in the advisor's voice and style. 2) Investment tech platform: Personalized client portfolios with high efficiency using stocks/bonds/ETFs/MFs/FIAs/RILAs and all optimized to a client's objective. 3) Lower Costs: The marketing system has no out-of-pocket costs and Advitalize covers the advisory firm's operations staffing costs. 4) Wealth Creation: With higher profits, the advisory firm has a higher valuation and, equally important, Advitalize grants its own equity to its client-RIAs at no cost.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Advitalize has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Advitalize has never raised funding before.

Frequently asked questions

Advitalize is located in XX.

Advitalize generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Advitalize has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Advitalize was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Advitalize

Kirk Loury

CEO

4.8

40,000 users