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Broad Street Financial

Broad Street Financial Revenue

Financial ServicesFlag of USBala-Cynwyd, Pennsylvania, United States11-20 Employees

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Broad Street Financial revenue & valuation

Annual revenue$1,368,880
Revenue per employee$86,000
Estimated valuation?$4,400,000
Total fundingNo funding

Key Contacts at Broad Street Financial

Flag of US

Anna Dinh

Director Of Insurance Operations

Flag of US

Zoe Tauriello

Director Of Wealth Management Operations

Company overview

Headquarters2 Bala Plaza, Suite 901, Bala-Cynwyd, Pennsylvania 19004, US
Phone number+12025101087531
Websites
NAICS52
SIC628
Keywords
College Planning, Estate Planning, Term Life Insurance, Retirement Planning, Financial Planning, Wealth Management, Sba Loans, Employee Financial Education, Legacy Planning, 401K Plans, Long Term Care Insurance, Buy-Sell Agreements, Whole Life Insurance, Fixed And Variable Annuities, Income Planning, Income Protection Strategies, Disability Income Insurance, Pension Payout Alternatives, Ira Consolidation, Life Insurance, Tax Efficiencies
Founded2014
Employees11-20
Socials

Broad Street Financial Email Formats

Broad Street Financial uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@financialguide.com), used 60% of the time.

FormatExamplePercentage
{first name}{last name}
johndoe@financialguide.com
60%
{first initial}{last name}
jdoe@financialguide.com
40%

About Broad Street Financial

We understand the unique needs of individuals and businesses. That’s why we have access to a portfolio of products designed with you in mind. Our goal is to help you stay focused on the task at hand while creating a financial road map for long-term success.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Manager
Entry
Partner

Employees by Department

Broad Street Financial has 7 employees across 4 departments.

Departments

Number of employees

Funding Data

Broad Street Financial has never raised funding before.

Broad Street Financial Tech Stack

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

Adobe Fonts

Adobe Fonts

Font scripts

Modernizr

Modernizr

JavaScript libraries

Lodash

Lodash

JavaScript libraries

reCAPTCHA

reCAPTCHA

Security

Squarespace Commerce

Squarespace Commerce

Ecommerce

jQuery

jQuery

JavaScript libraries

GoDaddy

GoDaddy

Hosting

Stimulus

Stimulus

JavaScript frameworks

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

Vimeo

Vimeo

Video players

core-js

core-js

JavaScript libraries

Frequently asked questions

Broad Street Financial is located in Bala-Cynwyd, Pennsylvania, US.
You can reach Broad Street Financial at +12025101087531.
Broad Street Financial generates an estimated annual revenue of $1,368,880. This revenue figure reflects the company's market position and business performance in its industry.
Broad Street Financial has an estimated valuation of $4,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Broad Street Financial was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.
Broad Street Financial has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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