EagleStone Tax & Wealth Advisors Revenue

Financial Services • Rockville, Maryland, United States • 21-50 Employees

EagleStone Tax & Wealth Advisors revenue & valuation

Annual revenue	$13,200,000
Revenue per employee	$627,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$42,200,000
Total funding	$8,000,000

Key Contacts at EagleStone Tax & Wealth Advisors

James Warring

Ceo & Founder

Suzanne Trump Warring

Director Of Marketing

Joseph Lager

Partner / Director Of Tax & Accounting

Company overview

Headquarters	1101 Wootton Parkway, Suite 400, Rockville, MD 20852, US
Phone number	+12022046322
Website	estwa.com
NAICS	52
Keywords	Risk Management, Tax Planning, Accounting, Financial Planning, Investment Management, Wealth Advisory
Founded	2006
Employees	21-50
Socials

EagleStone Tax & Wealth Advisors Email Formats

EagleStone Tax & Wealth Advisors uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@estwa.com), used 61.5% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@estwa.com	61.5%
{first initial}{last name}	jdoe@estwa.com	38.5%

About EagleStone Tax & Wealth Advisors

EagleStone Tax & Wealth Advisors is an integrated tax and investment advisory company serving clients primarily in the Washington, DC – Baltimore metropolitan areas. Eaglestone also services clients located both nationwide and internationally. We provide a full spectrum of investment management, financial planning, wealth advisory, accounting, and tax planning services*. Our comprehensive and integrated approach, where we review the implications of taxes and investment decisions on a family’s wealth, recognizes the expanding complexity of financial decision making. We are uniquely qualified, having various professional credentials such as CPA, MST, CFP, MBA, JD, etc. and decades of experience, to provide informative solutions that help our clients achieve their financial objectives. Our overall objective is to help clients develop and implement financial strategies allowing them to achieve financial confidence, security and peace of mind. Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory services offered through Eaglestone Wealth Advisors, Inc., a registered investment adviser not affiliated with Triad Advisors, LLC.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Manager

Senior

Entry

Employees by Department

EagleStone Tax & Wealth Advisors has 9 employees across 4 departments.

Departments

Number of employees

Funding Data

Explore EagleStone Tax & Wealth Advisors's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2024-08-09	1	$4,000,000
2024-08-09	15	$4,000,000

Funding Insights

$8,000,000

Total funding amount

$4,000,000

Most recent funding amount

Number of funding rounds

EagleStone Tax & Wealth Advisors Tech Stack

Discover the technologies and tools that power EagleStone Tax & Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

HTTP/3

Miscellaneous

PHP

Programming languages

Open Graph

Miscellaneous

WordPress

Blogs

Divi

Page builders

jQuery Migrate

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Google Analytics

Analytics

WordPress Multisite

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Google Maps

Maps

Frequently asked questions

EagleStone Tax & Wealth Advisors is located in Rockville, Maryland, US.

You can reach EagleStone Tax & Wealth Advisors at +12022046322.

EagleStone Tax & Wealth Advisors generates an estimated annual revenue of $13,159,491. This revenue figure reflects the company's market position and business performance in its industry.

EagleStone Tax & Wealth Advisors has an estimated valuation of $42,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

EagleStone Tax & Wealth Advisors was founded in 2006, making it 20 years old. The company has established itself as a significant player in its industry over this time.

EagleStone Tax & Wealth Advisors has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

EagleStone Tax & Wealth Advisors has raised a total of $8,000,000 across 2 funding rounds. This investment has helped the company grow and expand its operations.