Avaii Wealth Management Revenue

Financial Services • Grand Chute, Wisconsin, United States • 11-20 Employees

Avaii Wealth Management revenue & valuation

Annual revenue	$1,368,880
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$4,400,000
Total funding	No funding

Key Contacts at Avaii Wealth Management

Ben Baker

Tax Director

Malorie Marquez

Director Of Operations

Company overview

Headquarters	2101 N. Casaloma Drive, Appleton, WI 54913, US
Phone number	+19202141212
Website	avaii.com
NAICS	52
SIC	628
Founded	2018
Employees	11-20
Socials

Avaii Wealth Management Email Formats

Avaii Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@avaii.com), used 76.9% of the time.

Format	Example	Percentage
{first initial}	j@avaii.com	76.9%
{first name}	john@avaii.com	23.1%

About Avaii Wealth Management

The word "avaii" can be traced back to Latin roots for “life plan” and that’s exactly what we provide. When our partners founded Avaii Wealth Management, they did so based on a simple and common-sense approach to financial planning and wealth management – always put our clients first. As such, we craft actionable ideas based on your individual needs in a language you can understand. Together, we offer a clear, comprehensive, and individualized life planning strategy. Whether your focus is on building a strong financial foundation or ensuring a secure and comfortable retirement, we're here to help you achieve your financial goals.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Director

Partner

Employees by Department

Avaii Wealth Management has 11 employees across 3 departments.

Departments

Number of employees

Funding Data

Avaii Wealth Management has never raised funding before.

Avaii Wealth Management Tech Stack

Discover the technologies and tools that power Avaii Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Modernizr

JavaScript libraries

Amazon S3

CDN

Amazon Web Services

PaaS

Awesomplete

Search engines

Cloudflare Bot Management

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

FMG Suite

Marketing automation

Acuity Scheduling

Appointment scheduling

HSTS

Security

FancyBox

JavaScript libraries

Frequently asked questions

Avaii Wealth Management is located in Grand Chute, Wisconsin, US.

You can reach Avaii Wealth Management at +19202141212.

Avaii Wealth Management generates an estimated annual revenue of $1,368,880. This revenue figure reflects the company's market position and business performance in its industry.

Avaii Wealth Management has an estimated valuation of $4,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Avaii Wealth Management was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

Avaii Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Avaii Wealth Management

Ben Baker

Tax Director

Malorie Marquez

Director Of Operations

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