Concierge Financial Strategies Revenue

Financial Services • North Whitehall, Pennsylvania, United States • 1-10 Employees

Concierge Financial Strategies revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Concierge Financial Strategies

Jason Monteagudo

President | CEO

Company overview

Headquarters	2205 Juniper Drive, Coplay, Pennsylvania 18037, US
Website	cfsplanner.com
NAICS	52
Founded	2021
Employees	1-10

Concierge Financial Strategies Email Formats

Concierge Financial Strategies uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@cfsplanner.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@cfsplanner.com	100%

About Concierge Financial Strategies

Concierge Financial Strategies is a financial planning firm providing tailored strategies focused on your specific financial needs backed by concierge level service. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. https://www.sipc.org/ https://www.finra.org/#/

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Concierge Financial Strategies has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Concierge Financial Strategies has never raised funding before.

Concierge Financial Strategies Tech Stack

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

Cloudflare

CDN

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

GoDaddy

Hosting

FMG Suite

Marketing automation

HSTS

Security

FancyBox

JavaScript libraries

Open Graph

Miscellaneous

Datadog

Analytics

Frequently asked questions

Concierge Financial Strategies is located in North Whitehall, Pennsylvania, US.

Concierge Financial Strategies generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Concierge Financial Strategies has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Concierge Financial Strategies was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

Concierge Financial Strategies has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Concierge Financial Strategies

Jason Monteagudo

President | CEO

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