Avantra Family Wealth Revenue

Financial Services • Silver Spring, Pennsylvania, United States • 1-10 Employees

Avantra Family Wealth revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contact at Avantra Family Wealth

Kim Lee Kenawell

Founder & Chief Executive Officer; Senior Wealth Advisor

Company overview

Headquarters	Sterling Corporate Center, 100 Sterling Parkway; Suite 107, Mechanicsburg, PA 17050-2903, US
Phone number	+1170502903
Website	avantrafamilywealth.com
NAICS	52
SIC	628
Keywords	Divorce Mediation, Wealth Management, Financial Planning, Investment Services, Collaborative Divorce, Divorce Financial Planning
Founded	2017
Employees	1-10
Socials

Avantra Family Wealth Email Formats

Avantra Family Wealth uses 2 email formats. The most common is {first initial}_{last name} (e.g., j_doe@avantrafamilywealth.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}_{last name}	j_doe@avantrafamilywealth.com	66.7%
{first name}_{last name}	john_doe@avantrafamilywealth.com	33.3%

About Avantra Family Wealth

Avantra Family Wealth is an independent, concierge-style multifamily office, dedicated to working with individuals and families looking for a committed partner to help them identify, articulate and achieve their financial and investment goals. Driving all that we do is our desire to build deep relationships with our clients, earning their trust and confidence with personal attention and empathetic counsel. To succeed, we act as true fiduciaries, always in the best interest of our clients. We use a disciplined process and holistic approach to create integrated solutions for multi-generational planning that go beyond traditional wealth management. Our goal is to simplify the financial lives of our clients so they can have the freedom to spend more time enjoying what matters most in their lives. Avantra Family Wealth, Inc. is a registered investment advisor. Avantra Family Wealth provides investment advisory and related services for clients nationally. Avantra Family Wealth will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at www.avantrafamilywealth.com

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Founder/Owner

Employees by Department

Avantra Family Wealth has 4 employees across 4 departments.

Departments

Number of employees

Funding Data

Avantra Family Wealth has never raised funding before.

Avantra Family Wealth Tech Stack

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

reCAPTCHA

Security

Gravity Forms

Form builders

Slick

JavaScript libraries

WP Rocket

Caching

jQuery UI

JavaScript libraries

Animate.css

UI frameworks

Beaver Builder

WordPress plugins

Microsoft 365

jQuery Migrate

JavaScript libraries

Genesis theme

WordPress themes

jQuery

JavaScript libraries

PHP

Programming languages

Frequently asked questions

Avantra Family Wealth is located in Silver Spring, Pennsylvania, US.

You can reach Avantra Family Wealth at +1170502903.

Avantra Family Wealth generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

Avantra Family Wealth has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Avantra Family Wealth was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Avantra Family Wealth

Kim Lee Kenawell

Founder & Chief Executive Officer; Senior Wealth Advisor

4.8

40,000 users