Engineered Advisory
Financial Services • 
West Palm Beach, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 303 Evernia St, #300, West Palm Beach, Florida 33401, US |
| Phone number | +18002366519 |
| Website | |
| NAICS | 52 |
| Keywords | Artists, Financial Services, Accounting, Wealth Management, Advisory Services, Wealth Preservation, Business Owners, High Net Worth Individuals, Athletes, Tax Minimization |
| Founded | 2021 |
| Employees | 1-10 |
Key Contacts at Engineered Advisory
Sierra Gray
Sales Director
Nicholas Macsanders
Executive Director
Engineered Advisory Email Formats
Engineered Advisory uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@engineeredadvisory.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@engineeredadvisory.com | 50% |
{first name}{last name} | johndoe@engineeredadvisory.com | 50% |
About Engineered Advisory
Engineered Advisory is the umbrella company for Engineered Tax Services, The Growth Partnership, INSIDE Public Accounting and ABLE: CRM for Accountants. Engineered Advisory provides strategies to help professional artists and athletes keep more of their money, and provide high net worth individuals or business owners with tax-intelligent techniques and financial strategies to preserve their wealth. The Engineered Advisory Accelerator is a membership based cohort, created for accounting firms that want to offer a full range of advisory services outside their personal expertise to their clients. Their clients get access to leading, strictly vetted professionals across a wide range of the advisory spectrum. Listen to The Advisory Accelerator Podcast anywhere you get podcasts or at: https://podcast.engineeredadvisory.com/ New episodes monthly!
Engineered Advisory revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Engineered Advisory has 3 employees across 3 departments.
Departments
Number of employees
Funding Data
Engineered Advisory has never raised funding before.
Engineered Advisory Tech Stack
Discover the technologies and tools that power Engineered Advisory's digital infrastructure, from frameworks to analytics platforms.
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CDN
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Analytics
Australia
South Africa
United Kingdom
Frequently asked questions
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