Branch Partners
Financial Services • 
Athens, Georgia, United States • 1-10 Employees
Company overview
| Headquarters | Athens, Georgia, United States |
| Phone number | +17064264113 |
| Website | |
| NAICS | 52 |
| Keywords | Trust Administration, Tax Planning, Financial Services, Insurance Solutions, Wealth Management, Retirement Planning, Financial Planning, Tax Preparation, Investment Management, College Funding, Gifting Strategies, Specialized Business Services, 529 Planning |
| Founded | 2020 |
| Employees | 1-10 |
Key Contact at Branch Partners
Patrick Lawson
Ceo And Founder
Branch Partners Email Formats
Branch Partners uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@branchpartners.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@branchpartners.com | 66.7% |
{first initial}.{last name} | j.doe@branchpartners.com | 33.3% |
About Branch Partners
Branch Partners is a fully independent fiduciary. What sets Branch Partners apart is that we prioritize a personalized and laser-focused approach for our clients above all else. At Branch Partners, our clients are not just another number - they are at the center of everything we do. Every decision we make begins with the question, “how will this simplify our clients’ lives and allow them to celebrate their wealth, not stress over it?” Branch Partners is able to do this by providing tailored wealth and investment management, as well as providing in-house tax planning and preparation services, trust administration services, estate advisory, insurance solutions and investment banking. Celebrating your wealth should not be hard. At Branch Partners, we make it simple.
Branch Partners revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Branch Partners has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Branch Partners has never raised funding before.
Branch Partners Tech Stack
Discover the technologies and tools that power Branch Partners's digital infrastructure, from frameworks to analytics platforms.
Security
Security
Mobile frameworks
UI frameworks
JavaScript libraries
CDN
Analytics
JavaScript libraries
Miscellaneous
Security
Programming languages
France
United Kingdom
Mexico
South Africa
Frequently asked questions
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