Prospeo
Hero Section BackgroundHero Section Background
Compass Financial Group

Compass Financial Group Revenue

Financial ServicesFlag of USUnited States1-10 Employees

$

Compass Financial Group revenue & valuation

Annual revenue$7,860,787
Revenue per employee$874,000
Estimated valuation?$25,200,000
Total fundingNo funding

Key Contacts at Compass Financial Group

Flag of US

Jennifer Albert

Client Relationship Manager & Operations Director

Flag of US

Doug Daniels

Owner

Flag of US

Chris A.

Founder

Company overview

HeadquartersUnited States
Phone number+19378985010
Website
NAICS52
SIC621
Keywords
Wealth Management, Retirement Planning, Life Insurance, Estate Planning, Investment Management, Philanthropy, College Funding, Charitable Giving, Life Planning
Employees1-10
Socials

Compass Financial Group Email Formats

Compass Financial Group uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@compassfg.com), used 75% of the time.

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

About Compass Financial Group

Compass Financial Group, an independent financial planning and investment management firm, helps people pursue their personal and charitable passions by giving them confidence and peace of mind about their financial future. We believe in building wealth with a purpose, and we help our clients do that by providing objective, comprehensive financial and investment advice through all of life's transitions, positioning them to achieve success in a way that fits with their values.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
Manager
Founder/Owner

Employees by Department

Compass Financial Group has 12 employees across 5 departments.

Departments

Number of employees

Funding Data

Compass Financial Group has never raised funding before.

Compass Financial Group Tech Stack

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

Apache HTTP Server

Apache HTTP Server

Web servers

Google Hosted Libraries

Google Hosted Libraries

CDN

reCAPTCHA

reCAPTCHA

Security

CodeIgniter

CodeIgniter

Web frameworks

jQuery

jQuery

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

PHP

PHP

Programming languages

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

Vimeo

Vimeo

Video players

lit-element

lit-element

JavaScript libraries

Google Analytics

Google Analytics

Analytics

Frequently asked questions

Compass Financial Group is located in US.
You can reach Compass Financial Group at +19378985010.
Compass Financial Group generates an estimated annual revenue of $7,860,787. This revenue figure reflects the company's market position and business performance in its industry.
Compass Financial Group has an estimated valuation of $25,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Compass Financial Group 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
high performer
most used
tier 1 accuracy

Build leads list with verified emails & mobiles