ELEMENT Financial Group Revenue
Financial Services • 
205 Lexington Ave Ste 1600, New York, United States • 11-20 Employees
ELEMENT Financial Group revenue & valuation
| Annual revenue | $12,000,000 |
| Revenue per employee | $855,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $38,300,000 |
| Total funding | No funding |
Key Contacts at ELEMENT Financial Group
Alexandra Levi
Managing Partner / Founder
Joanann Natola
Managing Partner / Founder
Ana Maria Ortiz
Director Of Client Services
Donald Campbell
Chief Executive Officer
Company overview
| Headquarters | 205 Lexington Ave Ste 1600, New York, NY 10016, US |
| Phone number | +19175917096 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Asset Management, Financial Planning, Insurance & Estate Planning, Corporate And Group Benefits |
| Founded | 2007 |
| Employees | 11-20 |
| Socials |
ELEMENT Financial Group Email Formats
ELEMENT Financial Group uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@elementfinancialgroup.com), used 85.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@elementfinancialgroup.com | 85.7% |
{first name} | john@elementfinancialgroup.com | 14.3% |
About ELEMENT Financial Group
Element is a women founded, distinct wealth advisory firm that helps those who have incredible demands on their time and energy to design and implement comprehensive financial plans. Our full-service approach ensures that clients' unique and diverse needs are met by objective and knowledgeable professionals. We organize all relevant information, research viable options, and make recommendations that take into account not only our clients' financials, but their values and beliefs about finances as well. We have extensive experience in the areas of Financial Planning, Asset Management, Insurance and Estate Planning as well as Corporate and Executive Benefits Programs. Over 20 Years Experience: Corporate & Executive Benefit Planning Private Placement Life Insurance Alternative Investment Strategies Industries Include: Entertainment, Media, Film, Fashion and Sports Legal and Accounting Firms Biotech and Pharmaceutical Find Us On Facebook: https://www.facebook.com/elementfinancialgroupny “Securities and advisory services offered through Commonwealth Financial Network®, member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Element Financial Group, 110 E 25th Street, Ste 226, New York, NY 11010, 212-878-1760 The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
ELEMENT Financial Group has 6 employees across 4 departments.
Departments
Number of employees
Funding Data
ELEMENT Financial Group has never raised funding before.
ELEMENT Financial Group Tech Stack
Discover the technologies and tools that power ELEMENT Financial Group's digital infrastructure, from frameworks to analytics platforms.
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Netherlands
United Kingdom
India
Finland
Frequently asked questions
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