Capital Strategies, Beyond Wealth
Financial Services • 
Lost Creek, Texas, United States • 51-100 Employees
Company overview
| Headquarters | 317 Grace Lane, Suite 250, Austin, TX 78746, US |
| Phone number | +15123466020 |
| Website | |
| NAICS | 52 |
| SIC | 679 |
| Keywords | Business Succession Planning, Financial Planning, Holistic Approach To Financial Services, Teaming Approach |
| Founded | 2013 |
| Employees | 51-100 |
| Socials |
Key Contact at Capital Strategies, Beyond Wealth
Capital Strategies, Beyond Wealth Email Formats
Capital Strategies, Beyond Wealth uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@csomtx.com), used 55.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@csomtx.com | 55.1% |
{first initial}{last name} | jdoe@csomtx.com | 42.9% |
{last name}{last name} | doedoe@csomtx.com | 2% |
About Capital Strategies, Beyond Wealth
Knowledge is the key to a successful financial future. Our background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. underlies our commitment to guiding our clients each step of the way. Your Financial Health…...Is Our Business What Makes Us Different: Capital Strategies is team-focused and process-driven. Our client process begins with you, understanding what is unique about you, the challenges of today, your goals and your vision for the future. We will provide insight and clarity to the financial strategies that will sculpt your future. Service. Every initial engagement includes the scheduling of regular client review meetings. These are designed to reinforce our commitment to your goals and give you the opportunity for ongoing collaboration and adjustment to your financial strategies. As advocates for your financial health, our representatives are focused on developing holistic financial strategies, not on selling financial products. Disclosures and licensing: https://www.csomtx.com/licensing I am licensed to sell insurance in TX. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 10101 Reunion Pl ste 300 San Antonio, TX 78216 (210) 342-4141
Capital Strategies, Beyond Wealth revenue & valuation
| Annual revenue | $7,500,000 |
| Revenue per employee | $77,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $24,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Capital Strategies, Beyond Wealth has 57 employees across 6 departments.
Departments
Number of employees
Funding Data
Capital Strategies, Beyond Wealth has never raised funding before.
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