FERN Financial Group Revenue

Financial Services • Phoenix, Arizona, United States • 1-10 Employees

FERN Financial Group revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at FERN Financial Group

Tyler Self

Co-Founder | Managing Partner

Company overview

Headquarters	Phoenix, Arizona, United States
Website	fern.financial
NAICS	52
Keywords	Risk Management, Tax Planning, Investing, Wealth Management, Retirement Planning, Insurance, Financial Planning, Estate Planning, Investment Management
Founded	2022
Employees	1-10

FERN Financial Group Email Formats

FERN Financial Group uses 1 email format. The most common is {first initial} (e.g., j@fern.financial), used 100% of the time.

Format	Example	Percentage
{first initial}	j@fern.financial	100%

About FERN Financial Group

Fern Financial was created with the fiduciary mindset that our clients come first. Our goal is to be there for each of our clients during every step of their financial journeys. Every service is designed to help our clients simplify their financial lives, build upon their assets, and protect their wealth. Fern Financial primarily serves athletes and their families, professionals in sports, and entrepreneurs. We provide comprehensive wealth management solutions including financial planning, tax planning, investment management, estate planning, and insurance as well as specialty services designed for professional athletes, entertainers, and business owners.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

FERN Financial Group has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

FERN Financial Group has never raised funding before.

FERN Financial Group Tech Stack

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

Google Workspace

Adobe Fonts

Font scripts

Modernizr

JavaScript libraries

Lodash

JavaScript libraries

reCAPTCHA

Security

Squarespace Commerce

Ecommerce

GoDaddy

Hosting

Stimulus

JavaScript frameworks

HSTS

Security

Open Graph

Miscellaneous

core-js

JavaScript libraries

Cart Functionality

Ecommerce

Frequently asked questions

FERN Financial Group is located in Phoenix, Arizona, US.

FERN Financial Group generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

FERN Financial Group has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

FERN Financial Group was founded in 2022, making it 4 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at FERN Financial Group

Tyler Self

Co-Founder | Managing Partner

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