Cygnet Client Services Revenue
Financial Services • 
Lehi, Utah, United States • 1-10 Employees
Cygnet Client Services revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Key Contact at Cygnet Client Services
Pablo Moreno
Co-Founder
Company overview
| Headquarters | Lehi, Utah, United States |
| Website | |
| NAICS | 52 |
| Employees | 1-10 |
Cygnet Client Services Email Formats
Cygnet Client Services uses 2 email formats. The most common is {first name} (e.g., john@cygnetclientservices.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@cygnetclientservices.com | 66.7% |
{first initial} | j@cygnetclientservices.com | 33.3% |
About Cygnet Client Services
Cygnet Client Services provides specialized, white-label client services to Breakaway Advisors, RIAs, and Multi-Family Offices serving high- and ultra-high net worth clients. FULL SUPPORT SERVICE - Our Signature Package From Day One, advisors working with Cygnet benefit from a complete client services team—two-deep Client Service Associate (CSA) coverage (at minimum), ongoing performance management & training, surge capabilities for periods of peak volume, and access to a "brain trust" of experienced CSAs—without the cost and burden of human capital management. Breakaway Advisors: Level the playing field with immediate access to a client services team that would take years to build. Established Advisors: Offload the responsibility of building, training, and managing your CSA team as your firm grows. Experience the difference of a CSA team that is constantly innovating, dedicated to making client services your differentiator. ON-DEMAND SERVICE When advisors find their client services team struggling with backlogs and bottlenecks, Cygnet's On-Demand service gives them immediate access to a specially-trained extra set of hands to clear the decks. Our CSAs provide critical virtual or in-person support (under the advisory firm's supervision), helping firms get back to a place where they can be proactive, not just reactive, about client services.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Cygnet Client Services has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Cygnet Client Services has never raised funding before.
Spain
Czechia
Frequently asked questions
4.8
40,000 users
