DayMark Wealth Partners Revenue
Financial Services • 
Montgomery, Ohio, United States • 21-50 Employees
DayMark Wealth Partners revenue & valuation
| Annual revenue | $2,000,000 |
| Revenue per employee | $50,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,400,000 |
| Total funding | No funding |
Key Contacts at DayMark Wealth Partners
Jason Beischel
Founder
Steve Satter
Founder
Michael Larison
Founder
Daryl Demo
Founder
P. J. Boland
Founder
Marty Hopkins
Senior Managing Director
Justin Michlovic
Director – Client Relations
Shayne Cullen
Executive Director
Amanda Volk
Executive Director - Client Relations
Jackie Gibbons
Director – Client Relations At Compass Group Of Daymark Wealth Partners
Company overview
| Headquarters | 9675 Montgomery Rd, Suite 201, Cincinnati, Ohio 45242, US |
| Phone number | +15138382520 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Risk Management, Wealth Management, Wealth Advisors, Business Planning, Insurance, Financial Planning, Investment Advisory Services, Retirement, Retirement Income Distribution, Certified Financial Planners, Independent Registered Investment Advisor, Advisor Coordination |
| Founded | 2022 |
| Employees | 21-50 |
| Socials |
DayMark Wealth Partners Email Formats
DayMark Wealth Partners uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@daymarkwp.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@daymarkwp.com | 100% |
About DayMark Wealth Partners
We are an independent registered investment advisor, skilled at helping people better define their financial goals and build a path for their financial future. Headquartered in Cincinnati, DayMark Wealth Partners was founded in 2022 by a team of seven private wealth professionals with diverse backgrounds and expertise with numerous professional credentials, industry certifications and awards. The founding members have a combined industry experienceof nearly 200 years — representing a vast amount of knowledge and insights that we bring to each client relationship. We work closely with multigenerational families and successful individuals, including business owners and entrepreneurs, providing guidance and leadership as they grow through every phase of their lives.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
DayMark Wealth Partners has 13 employees across 4 departments.
Departments
Number of employees
Funding Data
DayMark Wealth Partners has never raised funding before.
DayMark Wealth Partners Tech Stack
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