Compass Ion Advisors

Investment Management • West Conshohocken, Pennsylvania, United States • 21-50 Employees

Company overview

Headquarters	300 Conshohocken State Rd, Conshohocken, Pennsylvania 19428, US
Phone number	+18777996830
Website	ionadv.com
NAICS	5231
SIC	628
Keywords	Comprehensive Financial Planning, Insurance Planning, Succession Planning, Wealth Management, College Planning, Advisory Services, Retirement Planning, Fiduciary, Financial Planning, Investment Management, Institutional Consulting, Investment Policy, Endowment Management, Legacy Planing
Founded	1994
Employees	21-50
Socials

Key Contact at Compass Ion Advisors

Erin Radano

Director Of Client Services

Compass Ion Advisors Email Formats

Compass Ion Advisors uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@compass-ionadvisors.com), used 52.2% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@compass-ionadvisors.com	56.5%
{first name}{last name}	johndoe@ionadv.com	30.4%
{last name}{last name}	doedoe@compass-ionadvisors.com	13%

About Compass Ion Advisors

Our mission is to discover, plan and invest for what matters most in order to free individuals & families to lead lives of significance, and help institutions effectively support their mission. Advisory services for families, business owners, & institutions: -Comprehensive financial planning -Investment strategy & portfolio management -Endowment & foundation consulting -Legacy & succession planning Securities offered through Keel Point LLC, member FINRA/SIPC. For relevant disclosures, please visit https://compass-ionadvisors.com/disclosures

Compass Ion Advisors revenue & valuation

Annual revenue	$24,500,000
Revenue per employee	$977,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$78,100,000
Total funding	No funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Director

Founder/Owner

Employees by Department

Compass Ion Advisors has 10 employees across 3 departments.

Departments

Number of employees

Funding Data

Compass Ion Advisors has never raised funding before.

Compass Ion Advisors Tech Stack

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

Site Kit

Analytics

WP Rocket

Caching

jQuery UI

JavaScript libraries

Magento

Ecommerce

Microsoft 365

Redis

Databases

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

Calendly

Appointment scheduling

WordPress

Blogs

Frequently asked questions

Compass Ion Advisors is located in West Conshohocken, Pennsylvania, US.

You can reach Compass Ion Advisors at +18777996830.

Compass Ion Advisors was founded in 1994, making it 32 years old. The company has established itself as a significant player in its industry over this time.

Compass Ion Advisors has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Compass Ion Advisors

Erin Radano

Director Of Client Services

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