Avantia: A Family Office Revenue

Investment Management • Seattle, Washington, United States • 1-10 Employees

Avantia: A Family Office revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$1,400,000
Total funding	No funding

Key Contact at Avantia: A Family Office

Trevor Cobb

Founder & CEO

Company overview

Headquarters	400 University St, 3rd Floor, Seattle, Washington 98101, US
Phone number	+14255890904
Website	avantiamfo.com
NAICS	5231
Keywords	Real Estate, Tax Planning, Financial Education, Wealth, Estate Planning, Investment Management, Family Office Services, Foundations & Endowments, Wealth Advisory, Charitable Gift Planning, Generational Wealth Transfer Planning, Inflation Protection, Investing & Banking, Lending & Capital Advisory, Wealth Events
Founded	2020
Employees	1-10
Socials

Avantia: A Family Office Email Formats

Avantia: A Family Office uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@avantiamfo.com), used 71.4% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@avantiamfo.com	71.4%
{first name}.{last name}	john.doe@avantiamfo.com	28.6%

About Avantia: A Family Office

Enabling peace of mind through purposeful planning and thoughtful investing. The majority of our clients seek a holistic approach in which we review their entire financial picture. We build a bespoke solution that is custom tailored to their family and situation that incorporates multiple areas of expertise. This includes - Financial Planning, Investing & Banking, Lending & Capital Advisory, Wealth Advisory, and Family Office Services. Vision: a world in which the financial lives of others are enhanced. We foster an improved level of understanding, allowing financial decisions to be made with confidence and ease - at a completely transparent cost. Our Core Values: Client Delight Honesty & Integrity Accountability Academically Rigorous Operational Excellence Innovate & Thrive Omdurman, LLC dba Avantia

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Avantia: A Family Office has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Avantia: A Family Office has never raised funding before.

Avantia: A Family Office Tech Stack

Discover the technologies and tools that power Avantia: A Family Office's digital infrastructure, from frameworks to analytics platforms.

Salesforce

CRM

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

GoDaddy

Hosting

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

Frequently asked questions

Avantia: A Family Office is located in Seattle, Washington, US.

You can reach Avantia: A Family Office at +14255890904.

Avantia: A Family Office generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.

Avantia: A Family Office has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Avantia: A Family Office was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

Avantia: A Family Office has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Avantia: A Family Office

Trevor Cobb

Founder & CEO

4.8

40,000 users