Benchmark Financial Revenue

Investment Management • 101 NE 3rd Avenue, Suite 1500, United States • 1-10 Employees

Benchmark Financial revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at Benchmark Financial

William Howard

Managing Director

Company overview

Headquarters	101 NE 3rd Avenue, Suite 1500, Fort Lauderdale, FL 33301, US
Website	benchmark.financial
NAICS	5231
SIC	628
Keywords	Investments, Wealth Management, Retirement Planning, Insurance, Financial Planning
Founded	2017
Employees	1-10

Benchmark Financial Email Formats

Benchmark Financial uses 1 email format. The most common is {first initial} (e.g., j@benchmark.financial), used 100% of the time.

Format	Example	Percentage
{first initial}	j@benchmark.financial	100%

About Benchmark Financial

At BENCHMARK FINANCIAL, I founded a boutique advisory firm dedicated to clients who value exceptional service and a truly personalized approach. My mission is simple: to provide the guidance, clarity, and confidence needed to make informed financial decisions. Much like a concierge at a world-class hotel, I take the time to understand your goals, concerns, and priorities. You ask the questions, and I provide thoughtful recommendations and tailored solutions—designed to fit your unique financial situation. With over 25 years of wealth management experience, I focus on retirement planning, investment strategies, and comprehensive financial guidance for individuals and families, primarily those approaching or enjoying retirement. My commitment is to deliver a high-touch, one-on-one relationship that puts you at the center of every decision. At BENCHMARK FINANCIAL, you are not just another client—you are a valued relationship. Financial Planning is much more than a broker selling products. Every choice you make can have consequences for tax planning, estate planning, and other areas of your financial life.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Benchmark Financial has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Benchmark Financial has never raised funding before.

Benchmark Financial Tech Stack

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

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

Calendly

Appointment scheduling

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

Envoy

Reverse proxies

Frequently asked questions

Benchmark Financial is located in 101 NE 3rd Avenue, Suite 1500, US.

Benchmark Financial generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

Benchmark Financial has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Benchmark Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Benchmark Financial

William Howard

Managing Director

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