


Bellatore Financial Revenue
Financial Services • San Jose, California, United States • 1-10 Employees
Bellatore Financial revenue & valuation
| Annual revenue | $19,300,000 |
| Revenue per employee | $4,823,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $61,800,000 |
| Total funding | No funding |
Key Contact at Bellatore Financial
Eric Zagala
Management Director
Company overview
| Headquarters | 1550 The Alameda, Suite 209, San Jose, California 95126, US |
| Phone number | +14089987700 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Trading, Account Setup, Investment Expertise, Custom Portfolio Design, Billing And Account Monitoring, Fund Search & Selection, Practice Management Growth Strategies |
| Founded | 2007 |
| Employees | 1-10 |
| Socials |
Bellatore Financial Email Formats
Bellatore Financial uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@bellatore.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@bellatore.com | 100% |
About Bellatore Financial
Born out of dissatisfaction with existing options, Bellatore was built from the ground up with a focus on providing flexibility, an elite supporting cast and a full suite of services to help you gain more time and increase capacity. Built in conjunction with leading advisors, our services adapt to your needs giving you the freedom to do business as you see fit. The Bellatore Difference: Unlike any other firm, Bellatore caters to advisors that want custom client portfolios or their own model portfolios while having access to a team of investment experts to help with asset allocation, fund selection and ongoing management. Our services allow you to: • Maintain a level of control and flexibility over your investments • Stop selling all your clients’ assets to transition to a new firm • Use more than a single fund company • Access a team of investment experts to help with asset allocation and fund selection • Carry over cost basis and, in some cases, performance • Outsource monitoring and rebalancing • Customize your service experience and ongoing management
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Bellatore Financial has never raised funding before.
Bellatore Financial Tech Stack
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Frequently asked questions
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