Elite Resource Team
Financial Services • 
San Diego, California, United States • 21-50 Employees
Company overview
| Headquarters | 501 West Broadway, Suite 1360, San Diego, California 92101, US |
| Phone number | +16199819703 |
| Website | |
| NAICS | 52 |
| SIC | 872 |
| Founded | 2014 |
| Employees | 21-50 |
| Socials |
Key Contacts at Elite Resource Team
Jena Wilson
Senior Director
Anton J Anderson
Chief Executive Officer
Darin Rowland
Director Of Sales And Customer Success
Ken Smith
Managing Director
Elite Resource Team Email Formats
Elite Resource Team uses 4 email formats. The most common is {first name}{last name} (e.g., johndoe@elitert.com), used 47.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@elitert.com | 47.4% |
{first initial}{last name} | jdoe@elitert.com | 31.6% |
{last name}{last name} | doedoe@elitert.com | 15.8% |
{first initial} | j@elitert.com | 5.3% |
About Elite Resource Team
Elite Resource Team teaches Financial Advisors how to truly differentiate themselves by working with CPAs in a proven and efficient system. Using the CPA Team Based Model and a patent pending process, Financial Advisors are able to identify, contact, engage, monetize, and maintain relationships with CPAs, resulting in much more proactive and holistic planning. This win/win relationship allows the CPA to deliver the value that their clients want and need, while simultaneously reduces the inefficiencies that Financial Advisors experience using traditional cold marketing techniques and referral models.
Elite Resource Team revenue & valuation
| Annual revenue | $7,596,347 |
| Revenue per employee | $159,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $24,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Elite Resource Team has 21 employees across 6 departments.
Departments
Number of employees
Funding Data
Elite Resource Team has never raised funding before.
Elite Resource Team Tech Stack
Discover the technologies and tools that power Elite Resource Team's digital infrastructure, from frameworks to analytics platforms.
Security
Cookie compliance
Security
CMS
CDN
JavaScript libraries
Analytics
Advertising
Miscellaneous
Security
JavaScript libraries
Appointment scheduling
United Kingdom
Australia
Hong Kong
Frequently asked questions
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