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Allworth Financial

Allworth Financial Revenue

Financial ServicesFolsom, California, United States201-500 Employees

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Allworth Financial revenue & valuation

Annual revenue$110,000,000
Revenue per employee$311,000
Estimated valuation?$352,000,000
Total fundingNo funding

Company overview

Headquarters340 Palladio Pkwy, 501, Folsom, California 95630, US
Phone number+18882426766
Websites
NAICS52
SIC621
Keywords
Wealth Management, Retirement Planning, Investment Advising, 401(K) Management
Founded1993
Employees201-500
Socials

Allworth Financial Email Formats

Allworth Financial uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@allworthfinancial.com), used 71% of the time.

FormatExamplePercentage
{first initial}.{last name}
j.doe@allworthfinancial.com
71%
{first name}.{last name}
john.doe@allworthfinancial.com
20.7%
{first name}.{last name}
john.doe@hansonmcclain.com
4.1%

About Allworth Financial

With our comprehensive approach to wealth management, you receive unparalleled access to our wide range of fiduciary financial experts whose primary motivation is to serve you, not sell you. It's a client-centric philosophy that also recognizes your money deserves every edge it can get—from investments and tax planning to insurance, estate planning, and more. By harnessing industry-leading tools and resources, our advanced solutions are designed to optimize and maximize all aspects of your wealth—now and in the future. Complete. Personalized. Aligned. We call this the Allworth Advantage. And it's the advantage every modern investor needs. HMRN Insurance Agency, LLC license #0D34087

Employees by Management Level

Total employees: 201-500

Seniority

Employees

Entry
Manager
Partner

Employees by Department

Allworth Financial has 206 employees across 14 departments.

Departments

Number of employees

Funding Data

Allworth Financial has never raised funding before.

Allworth Financial Tech Stack

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

Cloudflare Bot Management

Cloudflare Bot Management

Security

Contently

Contently

Content curation

HubSpot CMS Hub

HubSpot CMS Hub

CMS

Goober

Goober

JavaScript libraries

lit-element

lit-element

JavaScript libraries

ClickCease

ClickCease

Security

Google Maps

Google Maps

Maps

Envoy

Envoy

Reverse proxies

lit-html

lit-html

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

HubSpot Analytics

HubSpot Analytics

Analytics

Frequently asked questions

Allworth Financial is located in Folsom, California, US.
You can reach Allworth Financial at +18882426766.
Allworth Financial generates an estimated annual revenue of $110,000,000. This revenue figure reflects the company's market position and business performance in its industry.
Allworth Financial has an estimated valuation of $352,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Allworth Financial was founded in 1993, making it 33 years old. The company has established itself as a significant player in its industry over this time.
Allworth Financial has approximately 201-500 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Allworth Financial

John Bunch

Chief Executive Officer

Sandeep Mishratechexec

Chief Technology Officer

Brad Boekestein

Chief Marketing Officer

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

Build leads list with verified emails & mobiles

Allworth Financial Revenue, Funding & Valuation