Civic Financial Revenue

Financial Services • Boston, Massachusetts, United States • 21-50 Employees

Civic Financial revenue & valuation

Annual revenue	$2,224,430
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$7,200,000
Total funding	No funding

Key Contacts at Civic Financial

Chris Hughes

Director Of Investments

Taner Gokce

Director Of Insurance Operations

Evan Schutzman

Director Of Financial Planning

Lauren Overzet

Chief Marketing Officer

Shannon Fadden

Director Of Operations

Ann Roberts

Director Of Client Services

John D.

Director

Company overview

Headquarters	20 Newbury St, Boston, Massachusetts 02116, US
Phone number	+17812377070
Website	civic-financial.com
NAICS	52
Founded	2013
Employees	21-50
Socials

Civic Financial Email Formats

Civic Financial uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@nm.com), used 100% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@nm.com	100%

About Civic Financial

Civic Financial is a multigenerational financial planning and wealth advisory firm committed to optimizing the financial future for high net worth and high-income individuals and their families. Our highly credentialed team offers straightforward, customized advice to help our clients achieve their financial goals with confidence. We focus on delivering tailored solutions for unique circumstances, putting clients on a path to long-term success. Civic has been recognized by Forbes as one of the top wealth management teams in the country. We are uniquely positioned to be a lifelong partner to our multigenerational clients in full-service planning, wealth management, and in specialized insurance and estate planning. We encourage you to meet our team and to learn how we can serve you and your community.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Director

C-Suite

Employees by Department

Civic Financial has 18 employees across 7 departments.

Departments

Number of employees

Funding Data

Civic Financial has never raised funding before.

Civic Financial Tech Stack

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

Cloudflare

CDN

Adobe Analytics

Analytics

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

Adobe Client Data Layer

JavaScript frameworks

HSTS

Security

Open Graph

Miscellaneous

Adobe Experience Platform Identity Service

Customer data platform

Adobe Experience Platform Launch

Tag managers

core-js

JavaScript libraries

Bootstrap

UI frameworks

YouTube

Video players

Frequently asked questions

Civic Financial is located in Boston, Massachusetts, US.

You can reach Civic Financial at +17812377070.

Civic Financial generates an estimated annual revenue of $2,224,430. This revenue figure reflects the company's market position and business performance in its industry.

Civic Financial has an estimated valuation of $7,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Civic Financial was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

Civic Financial has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.