Expand Financial Revenue

Financial Services • Mansfield, Ohio, United States • 1-10 Employees

Expand Financial revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,000,000
Total funding	No funding

Key Contact at Expand Financial

Greg Bakke

Owner/President/Cto

Company overview

Headquarters	630 Lexington Avenue, Mansfield, Ohio 44907, US
Phone number	+19044386000
Website	expandfinancial.com
NAICS	52
SIC	641
Keywords	401K, Mutual Funds, Asset Allocation, Registered Investment Adviser, Retirement Portfolios
Employees	1-10
Socials

Expand Financial Email Formats

Expand Financial uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@expandfinancial.com), used 60% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@expandfinancial.com	60%
{first initial}{last name}	jdoe@expandfinancial.com	40%

About Expand Financial

At EXPAND, we support financial advisors who are growing their 401k practice. We have the people, processes, and technologies to help you succeed.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Manager

Employees by Department

Expand Financial has 3 employees across 3 departments.

Departments

Number of employees

Funding Data

Expand Financial has never raised funding before.

Expand Financial Tech Stack

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

MediaElement.js

Video players

Cloudflare Bot Management

Security

Goober

JavaScript libraries

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Divi

Page builders

Frequently asked questions

Expand Financial is located in Mansfield, Ohio, US.

You can reach Expand Financial at +19044386000.

Expand Financial generates an estimated annual revenue of $598,885. This revenue figure reflects the company's market position and business performance in its industry.

Expand Financial has an estimated valuation of $2,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Key Contact at Expand Financial

Greg Bakke

Owner/President/Cto

4.8

40,000 users