EverOak Wealth Revenue

Financial Services • Colorado Springs, Colorado, United States • 11-20 Employees

EverOak Wealth revenue & valuation

Annual revenue	$1,197,770
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,900,000
Total funding	No funding

Key Contacts at EverOak Wealth

Jeff St. Gelais

Director Of Financial Planning

Kelly Robertson

Director Of Compliance

Company overview

Headquarters	7222 Commerce Center Dr., Suite 108, Colorado Springs, Colorado 80919, US
Phone number	+17193006700
Website	everoakwealth.com
NAICS	52
Employees	11-20
Socials

EverOak Wealth Email Formats

EverOak Wealth uses 1 email format. The most common is {first initial} (e.g., j@everoakwealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@everoakwealth.com	100%

About EverOak Wealth

Financial Planning, Asset Management, Corporate Asset Management, Retirement Plan Consulting, Business Exit Planning, Tax Strategy & Planning Certain individuals associated with EverOak Wealth Co. are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with EverOak Wealth Co. are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. EverOak Wealth Co. is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Partner

Entry

Director

Employees by Department

EverOak Wealth has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

EverOak Wealth has never raised funding before.

EverOak Wealth Tech Stack

Discover the technologies and tools that power EverOak Wealth's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Google Hosted Libraries

CDN

reCAPTCHA

Security

jQuery

JavaScript libraries

Underscore.js

JavaScript libraries

Google Tag Manager

Tag managers

Nginx

Reverse proxies

PHP

Programming languages

HSTS

Security

ZURB Foundation

UI frameworks

AddToAny

Widgets

Drupal

CMS

Frequently asked questions

EverOak Wealth is located in Colorado Springs, Colorado, US.

You can reach EverOak Wealth at +17193006700.

EverOak Wealth generates an estimated annual revenue of $1,197,770. This revenue figure reflects the company's market position and business performance in its industry.

EverOak Wealth has an estimated valuation of $3,900,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

EverOak Wealth has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at EverOak Wealth

Jeff St. Gelais

Director Of Financial Planning

Kelly Robertson

Director Of Compliance

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