Cantata Wealth Revenue

Financial Services • Miami, Florida, United States • 1-10 Employees

Cantata Wealth revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contacts at Cantata Wealth

Christina Kramlich

Co-Founder And Senior Advisor

Jeffrey Bechtel

Co-Founder And Advisory Board Member

Alfredo Miranda

Deputy Director Of Operations And Financial Advisor

Company overview

Headquarters	Miami, Florida, United States
Website	cantatawealth.com
NAICS	52
Keywords	Financial Planning And Investment Management
Founded	2024
Employees	1-10

Cantata Wealth Email Formats

Cantata Wealth uses 1 email format. The most common is {first initial} (e.g., j@cantatawealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@cantatawealth.com	100%

About Cantata Wealth

We are a team of experienced professionals, practicing wealth management with process-oriented diligence, fierce determination, and a genuine love for what we do. Though our backgrounds are diverse, we are drawn together at Cantata by a shared set of core values that have guided us throughout our careers: the dignity of life, the power of community, the spirit of collaboration, and the commitment to doing well and doing good. Individually, we have recognized critical gaps in the traditional approach to wealth management—which too often is tone deaf and overlooks each person’s unique financial complexities. Together, we are determined to act as a catalyst to redefine the wealth management journey by actively listening, fostering environments where clients and advisors can thrive, and reducing the noise in our clients’ financial lives—all while aspiring to deliver compelling returns.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Director

Entry

Employees by Department

Cantata Wealth has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Cantata Wealth has never raised funding before.

Cantata Wealth Tech Stack

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

Cloudflare

CDN

Google Hosted Libraries

CDN

reCAPTCHA

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

GoDaddy

Hosting

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

Webflow

Page builders

core-js

JavaScript libraries

LottieFiles

Miscellaneous

Frequently asked questions

Cantata Wealth is located in Miami, Florida, US.

Cantata Wealth generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

Cantata Wealth has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Cantata Wealth was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contacts at Cantata Wealth

Christina Kramlich

Co-Founder And Senior Advisor

Jeffrey Bechtel

Co-Founder And Advisory Board Member

Alfredo Miranda

Deputy Director Of Operations And Financial Advisor

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