Epoch Financial Solutions Revenue

Financial Services • Boca Raton, Florida, United States • 1-10 Employees

Epoch Financial Solutions revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Epoch Financial Solutions

Matthew Logan

Chief Executive Officer

Company overview

Headquarters	1300 N Federal Hwy, Suite 109, Boca Raton, Florida 33432, US
Website	epochfl.com
NAICS	52
Keywords	Risk Management, Financial Services, Life Insurance, Insurance, Commercial Property & Casualty, Annuties, Personal Property & Casualty
Founded	2020
Employees	1-10

About Epoch Financial Solutions

Epoch Financial Solutions, LLC., is a boutique firm, specializing in Financial Services & Insurance Planning and Risk Management. Epoch's approach varies from their competition by identifying and understanding the needs of their clients using a holistic approach and from a risk/preservative perspective.Each and every individual, family and/or business is different. With 30+ years of combined experience, our team is here to assist you with all aspects of risk management, all lines of personal & commercial casualty insurance, wealth accumulation, retirement planning, legacy planning, philanthropy, business succession, long term care needs and tax efficient wealth transference and/or preservation.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Epoch Financial Solutions has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Epoch Financial Solutions has never raised funding before.

Frequently asked questions

Epoch Financial Solutions is located in Boca Raton, Florida, US.

Epoch Financial Solutions generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Epoch Financial Solutions has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Epoch Financial Solutions was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

Epoch Financial Solutions has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Epoch Financial Solutions

Matthew Logan

Chief Executive Officer

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