EverSource Wealth Advisors® Revenue
Financial Services • 
Birmingham, Alabama, United States • 51-100 Employees
EverSource Wealth Advisors® revenue & valuation
| Annual revenue | $3,000,000 |
| Revenue per employee | $53,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $9,600,000 |
| Total funding | No funding |
Key Contacts at EverSource Wealth Advisors®
Ed Hart
Director Of Marketing And Business Development
Mark Wesson
Chief Executive Officer
Randall Wilson
Director Of Spiritual Integration
Theresa Davis
Executive Assistant To Chief Executive Officer
Jessica Riner
Director Of Advisor Virtual Support
Company overview
| Headquarters | 3500 Colonnade Pkwy, Suite 150, Birmingham, Alabama 35243, US |
| Phone number | +12059825500 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Compliance, Practice Management, Investment Management, Growth Strategies, Financial Advisor Coaching, Financial Advisor Marketing, Wealth Counseling, Operations Workflows, Technology & Crm, Integrated Partnership, Middle Office Support |
| Founded | 2017 |
| Employees | 51-100 |
| Socials |
EverSource Wealth Advisors® Email Formats
EverSource Wealth Advisors® uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@eversourcewealthadvisors.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@eversourcewealthadvisors.com | 100% |
About EverSource Wealth Advisors®
Founded in 2017, EverSource Wealth Advisors® launched to help faith-driven financial advisors achieve independence inside a culture that matched their values. With the EverSource Total Support System℠, advisors experience more freedom to focus on what they love most without sacrificing capabilities or compensation. EverSource serves advisors, advisory teams, Independent RIA firms and CPA firms. We help reduce the complexity of running a business by providing practice management consulting, middle office support, access to top technology and more. Beyond operational and technical advantages, advisors embrace a community of like-minded peers who are leaders in the industry. We are passionate about allowing advisors to run their practices as they desire. We know the benefits of independence and seek to provide it for our clients and their clients. We help advisors focus on what really matters so they can smile at their future. EverSource Wealth Advisors® | Investment advice offered through EverSource Wealth Advisors, a Registered Investment Advisor. EverSource Wealth Advisors may only conduct business with residents of states in which the company and its advisors are properly registered. Disclosure: Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed. A professional advisor should be consulted before making any investment decisions. All opinions reflect the judgment of the author as of the date of the post and are subject to change. We are not responsible for comments made by third parties. Information provided is not an offer to buy or sell or a solicitation.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
EverSource Wealth Advisors® has 37 employees across 7 departments.
Departments
Number of employees
Funding Data
EverSource Wealth Advisors® has never raised funding before.
EverSource Wealth Advisors® Tech Stack
Discover the technologies and tools that power EverSource Wealth Advisors®'s digital infrastructure, from frameworks to analytics platforms.
Font scripts
JavaScript libraries
JavaScript libraries
JavaScript libraries
Ecommerce
Security
Tag managers
JavaScript frameworks
Security
Miscellaneous
JavaScript libraries
JavaScript libraries
United Kingdom
Canada
Poland
Norway
Australia
Frequently asked questions
4.8
40,000 users
