DFP Partners Revenue
Financial Services • 
Manhattan, New York, United States • 51-100 Employees
DFP Partners revenue & valuation
| Annual revenue | $20,800,000 |
| Revenue per employee | $212,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $66,300,000 |
| Total funding | No funding |
Key Contacts at DFP Partners
Ross Marlin
Director
Peter Van De Beek
Associate Director
Jonathan Lee
Director
John Cullinane
Senior Managing Director/ Partner; Cams
Alex Krzak
Associate Director Of Operations
Adriana Blanco
Associate Director
Ashley Smith-Roos
Associate Director
Alex Hecker
Associate Director
Mel Cosio
Director
James Doherty
Managing Director
Company overview
| Headquarters | 485 Madison Avenue, 15th Floor, New York, NY 10022, US |
| Phone number | +12127514422 |
| Website | |
| NAICS | 52 |
| Keywords | Broker-Dealer, Fintech, Cybersecurity, Cyber, Tax Advising And Compliance, Accounting And Bookkeeping, Outsourced Solutions, B/D And Ria Registration And Compliance, Finop And Brokerage Support, Tech Firm Startup Support, Outsourced Cfo, Fintech Support, Outsourced Cco, Outsourced Finop, Aml Testing |
| Founded | 1952 |
| Employees | 51-100 |
| Socials |
DFP Partners Email Formats
DFP Partners uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@sddco.com), used 40% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@sddco.com | 76.7% |
{first name}{last name} | johndoe@dfppartners.com | 21.6% |
{first initial}{first initial}{first initial} | jjj@sddco.com | 1.7% |
About DFP Partners
For over 40 years, DFP Partners has been a committed ally to Broker-Dealers, Registered Investment Advisers, and other financial services firms looking for accounting and compliance services. During that time, we’ve built a team of dynamic accountants and consultants who bring their exceptional energy and imagination to each of our client’s challenges. We a pledge to always serve the best interests of our clients above anything else. At DFP Partners, we know our clients are entrepreneurs with little time to wrestle with the intricacies of securities regulation. That’s why we’ve built our business around managing your regulatory burdens as if they are our own — freeing you to focus on what you do best. Our offerings include, compliance consulting, registration services, accounting and tax support, and outsourced principal roles such as, Financial and Operations Principal (FinOp), Chief Compliance Officer (CCO), Chief Financial Officer (CFO) and Principal Operations Officer (POO). Additionally, we provide independent anti-money laundering testing, cybersecurity procedures and training, and branch inspection programs. We can also manage your new or continuing membership applications.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
DFP Partners has 49 employees across 9 departments.
Departments
Number of employees
Funding Data
DFP Partners has never raised funding before.
DFP Partners Tech Stack
Discover the technologies and tools that power DFP Partners's digital infrastructure, from frameworks to analytics platforms.
Security
Form builders
CDN
Marketing automation
JavaScript libraries
Advertising
Miscellaneous
Programming languages
Blogs
Analytics
Analytics
Belgium
France
India
United Kingdom
CanadaFrequently asked questions
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