Elevate Financial Partners Revenue
Financial Services • 
Newport Beach, California, United States • 1-10 Employees
Elevate Financial Partners revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Key Contacts at Elevate Financial Partners
Stephen J. Peterson
Founder & Managing Partner
Daniel Marciano
Director Of Tax & Accounting
Company overview
| Headquarters | 4675 MacArthur Ct, Newport Beach, California 92660, US |
| Phone number | +19498765246 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Premium Finance, CRT, Retirement Planning, Portfolio Management, Alternative Investments, Estate Planning, Financial Strategy, Ilit, Section 125 Plans, CLT, Real Estate Syndication, Business Owner Planning, Trust Planning, Grat, Ppli, Lirp, Section 162 Plans, Arbitrage Lending, Bank Funded Executive Retirement Plans, Cllc, Post Tax Mitigation Planning, Tax Deduction Planning |
| Founded | 2021 |
| Employees | 1-10 |
| Socials |
Elevate Financial Partners Email Formats
Elevate Financial Partners uses 1 email format. The most common is {first initial} (e.g., j@elevatefinsvcs.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@elevatefinsvcs.com | 100% |
About Elevate Financial Partners
Tax Mitigation | Financial Planning | Investment Planning | Business Owner Planning | Active & Passive Management | Estate Planning | Distribution Planning | Fee based planning | Charitable Donation Strategies | Lending Strategies | Independent & Unbiased Solutions | Complex Life Insurance Solutions | Virtual CFO services | CPA's & Tax Attorney in house | Structured Settlements Elevate Financial Partners is a wealth management & financial planning firm headquartered in Newport Beach with offices in Beverly Hills, Nashville TN, NYC and Chicago. Our firm offers custom portfolio construction, institutional investment strategies brought to the retail market, complex life insurance plan creation, insurance planning, pre and post tax mitigation, business owner planning, estate planning and holistic financial planning with proven strategies that offer our clients positive results. We also offer our clients pre and post tax strategies, virtual CFO services and accounting services. We have three CPA's in house, a tax attorney and an estate planning attorney. Investment advisory services are offered through Elevate Wealth Advisors LLC and Elevate Capital Group, LLC. Elevate Wealth Advisors LLC & Elevate Capital Group, LLC are separate entities from Elevate Financial & Insurance Services, LLC., dba, Elevate Financial Partners. Elevate Planning Plus, LLC offers tax, CFO and accounting services, Elevate Consultant Group, LLC offers fee based consulting strategies • 4675 MacArthur Court Ste. 1430 • Newport Beach • California • 92660
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Elevate Financial Partners has 10 employees across 3 departments.
Departments
Number of employees
Funding Data
Elevate Financial Partners has never raised funding before.
Elevate Financial Partners Tech Stack
Discover the technologies and tools that power Elevate Financial Partners's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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