Cora Wealth Management Revenue

Financial Services • Mount Laurel, New Jersey, United States • 1-10 Employees

Cora Wealth Management 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 Cora Wealth Management

Mark Scarlett

Director of Insurance Operations

Company overview

Headquarters	501 Fellowship Rd, Suite 303, Mount Laurel, NJ 08054, US
NAICS	52
Founded	2008
Employees	1-10

About Cora Wealth Management

At Cora Wealth Management, we help clients bring their personal goals and vision into focus. Through sophisticated financial planning and wealth management, we take pride in being at the core of our clients’ financial lives driven by nearly two decades of financial expertise. Like many business owners, our story started with a dream, a vision, collaboration, and some serendipitous ingenuity. We derive our name from the Latin word Cora – pupil of the eye – and take pride in bringing clarity to our clients’ vision. With a laser sharp focus, we empower clients to take action on their long-term goals while enjoying life today. Our Founder, Wealth Management Advisor Gary Shickora and Co-Founder, Chief Operating Officer Charmaine Corbin, work in partnership to lead our growing team with one common goal in mind: to leave a lasting legacy and firm that lives far beyond our founders and touches the lives of our intergenerational clients for decades to come. Our firm began in 2008 as a part of the fabric of the Greater Philadelphia area. As a leading financial practice head quartered in Southern New Jersey, it’s our honor to make a continually impact on our community in the Greater Philadelphia YMCA and Alex’s Lemonade Stand. We are thrilled to place our focus on your tomorrow.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Cora Wealth Management has never raised funding before.

Frequently asked questions

Cora Wealth Management is located in Mount Laurel, New Jersey, US.

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

Cora Wealth Management 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.

Cora Wealth Management was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.

Cora Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Cora Wealth Management

Mark Scarlett

Director of Insurance Operations

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