Collective Family Office Revenue

Financial Services • York, Pennsylvania, United States • 1-10 Employees

Collective Family Office revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at Collective Family Office

David S. Sivel

Founder, CEO

Company overview

Headquarters	235 St Charles Way, Suite 200, York, PA 17402, US
Phone number	+17178935057
Websites	collectivefamilyoffice.com collectivefo.com
NAICS	52
Keywords	Tax, Financial Planning, Investment Management, Trust & Estate Planning, Multigenerational Planning, Nextgen Education
Founded	2019
Employees	1-10
Socials

Collective Family Office Email Formats

Collective Family Office uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@collectivefo.com), used 100% of the time.

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

About Collective Family Office

At Collective Family Office, we help families preserve what they’ve built and empower what comes next. Our mission is to simplify complexity, amplify clarity, and steward wealth with purpose—helping families sustain their legacy across generations. Significant wealth brings opportunity, but also complexity. Investments, taxes, trusts, and estate planning all demand coordination. We serve as your family’s fiduciary partner, aligning every part of the balance sheet under one roof. Our goal: to provide clear strategies, informed decisions, and greater confidence across generations. What guides us: •Client-First Stewardship — acting in your best interest, with integrity and transparency. •Simplicity in Complexity — integrating investments, tax, trusts, and legacy planning into one clear plan. •Generational Continuity — supporting today’s success while preparing for tomorrow’s challenges. •Disciplined Independence — providing objective advice, without sales quotas or product incentives. •Community & Purpose — helping families use wealth to strengthen their communities and causes they value. We believe your wealth deserves more than advice. It deserves stewardship.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Collective Family Office has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Collective Family Office has never raised funding before.

Collective Family Office Tech Stack

Discover the technologies and tools that power Collective Family Office's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Google Hosted Libraries

CDN

reCAPTCHA

Security

jQuery

JavaScript libraries

Underscore.js

JavaScript libraries

Google Tag Manager

Tag managers

Nginx

Reverse proxies

PHP

Programming languages

HSTS

Security

ZURB Foundation

UI frameworks

AddToAny

Widgets

Drupal

CMS

Frequently asked questions

Collective Family Office is located in York, Pennsylvania, US.

You can reach Collective Family Office at +17178935057.

Collective Family Office generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Collective Family Office has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Collective Family Office was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

Collective Family Office has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Collective Family Office

David S. Sivel

Founder, CEO

4.8

40,000 users