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Cassia Capital Partners

Cassia Capital Partners Revenue

Financial ServicesFlag of USWinston-Salem, North Carolina, United States1-10 Employees

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Cassia Capital Partners revenue & valuation

Annual revenue$427,775
Revenue per employee$86,000
Estimated valuation?$1,400,000
Total fundingNo funding

Key Contact at Cassia Capital Partners

Flag of US

Andrew Miller

Vice President

Company overview

Headquarters1144 W 4th St, Winston-Salem, North Carolina 27101, US
Phone number+13367234585
Website
NAICS52
SIC679
Keywords
Wealth Management, Asset Allocation, Financial Planning, Investment Management, Investment Strategy
Founded2011
Employees1-10
Socials

Cassia Capital Partners Email Formats

Cassia Capital Partners uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@cassiacapitalpartners.com), used 75% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@cassiacapitalpartners.com
75%
{first name}{last name}
johndoe@cassiacapitalpartners.com
25%

About Cassia Capital Partners

Cassia Capital Partners LLC is a privately-owned and independent investment management firm based in Winston-Salem, NC. We exist to positively impact lives through principled financial stewardship. Cassia serves high-net-worth individuals, institutions, and other independent advisors by delivering strategic asset allocation solutions and, when appropriate, comprehensive financial planning.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Cassia Capital Partners has never raised funding before.

Cassia Capital Partners Tech Stack

Discover the technologies and tools that power Cassia Capital Partners's digital infrastructure, from frameworks to analytics platforms.

Gravity Forms

Gravity Forms

Form builders

Google Maps

Google Maps

Maps

Animate.css

Animate.css

UI frameworks

Beaver Builder

Beaver Builder

WordPress plugins

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

Twitter Emoji

Font scripts

jQuery

jQuery

JavaScript libraries

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Frequently asked questions

Cassia Capital Partners is located in Winston-Salem, North Carolina, US.
You can reach Cassia Capital Partners at +13367234585.
Cassia Capital Partners generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.
Cassia Capital Partners has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Cassia Capital Partners was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.
Cassia Capital Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
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most used
tier 1 accuracy

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