Capella Financial Group Revenue

Financial Services • 444 W Railroad Ave, Suite 300, United States • 1-10 Employees

Capella Financial Group revenue & valuation

Annual revenue	$855,550
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,800,000
Total funding	No funding

Key Contacts at Capella Financial Group

Phillip Laird

Founder/Financial Professional

Ryan Rotunno

Founder/Financial Professional

Company overview

Headquarters	444 W Railroad Ave, Suite 300, West Palm Beach, Florida 33401, US
Website	capellafinancialgroup.com
NAICS	52
Keywords	Employee Benefits, Estate Planning, Disability Insurance, Annuities, College Planning, Special Needs Planning, Life Insurance, Business Planning, Advisory, Long Term Care, 401(K), Brokerage, Key Person Insurance, Retirement Strategies, 529 Plans, Sep Ira, Business Overhead Expense, Succession & Growth Strategies, Corporate Financial Education, Roth Options
Employees	1-10

Capella Financial Group Email Formats

Capella Financial Group uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@capellafinancialgroup.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@capellafinancialgroup.com	100%

About Capella Financial Group

We are a financial advisory firm, that specializes in helping put our clients in the best possible position. There are a lot of options out there and sometimes they are hard to navigate on what could be best. We make sure with our step-by-step process we check one priority off for you at a time that will inevitably help you reach your goals and dreams that you put in our hands to help you achieve.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Founder/Owner

Employees by Department

Capella Financial Group has 6 employees across 1 departments.

Departments

Number of employees

Funding Data

Capella Financial Group has never raised funding before.

Frequently asked questions

Capella Financial Group is located in 444 W Railroad Ave, Suite 300, US.

Capella Financial Group generates an estimated annual revenue of $855,550. This revenue figure reflects the company's market position and business performance in its industry.

Capella Financial Group has an estimated valuation of $2,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Key Contacts at Capella Financial Group

Phillip Laird

Founder/Financial Professional

Ryan Rotunno

Founder/Financial Professional

4.8

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