Beyond AUM
Financial Services • 
Chicago, Illinois, United States • 11-20 Employees
Company overview
| Headquarters | Chicago, Illinois, United States |
| Phone number | +18005832315 |
| Website | |
| NAICS | 52 |
| Keywords | Social Media, Brand Strategy, Web Design, Content Development, Web Development, Technology, Compliance, Marketing, Branding, Strategy, Content Marketing, Graphic Design, Growth, Digital Advertising, Talent Development, Client Experience, Client Segmentation |
| Employees | 11-20 |
| Socials |
Key Contact at Beyond AUM
Gretchen Halpin
Co-Founder
Beyond AUM Email Formats
Beyond AUM uses 2 email formats. The most common is {first initial} (e.g., j@beyondaum.com), used 58.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@beyondaum.com | 58.3% |
{first name} | john@beyondaum.com | 41.7% |
About Beyond AUM
The Agency for Financial Advisory Firms We speak advisor. We understand your clients. We know your business. Get field-tested, data-driven advice and tactics for plugging practice leaks & growing your firm faster. Achieve world-class outcomes for your brand and professionals to drive success in the business beyond AUM. Let’s design the future RIA, together.
Beyond AUM revenue & valuation
| Annual revenue | $1,026,660 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Beyond AUM has 6 employees across 3 departments.
Departments
Number of employees
Funding Data
Beyond AUM has never raised funding before.
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