FiduciaryVest Revenue

Financial Services • Atlanta, Georgia, United States • 1-10 Employees

FiduciaryVest revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contact at FiduciaryVest

Dillon Collins

Director Of Business Development

Company overview

Headquarters	600 Galleria Pkwy, Atlanta, Georgia 30339, US
Phone number	+14044461270
Website	fiduciaryvest.com
NAICS	52
SIC	628
Keywords	403(B), Pension Plans, 401(K), LDI, Benchmarking, Foundations, Hospitals, Endowments, Retirement Plan Consulting, Erisa, Custom Target Date, Fiduciary Risk Management, Recordkeeper Search
Founded	2005
Employees	1-10
Socials

FiduciaryVest Email Formats

FiduciaryVest uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@fiduciaryvest.com), used 77.8% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@fiduciaryvest.com	77.8%
{first name}.{last name}	john.doe@fiduciaryvest.com	22.2%

About FiduciaryVest

FiduciaryVest is an independent, employee-owned investment advisory firm. As such, we provide objective consulting services and advice that is solely in the interests of our clients. We assist our clients in the oversight of 401k and pension plans, non-qualified retirement plans, foundations, endowments and hospital balance sheets. By design, we are free from the influences of any revenue sources other than direct compensation by our clients. We believe that each client has unique investing needs and risk-taking context. We seek to create the overall result that clients will be unattractive defendants to any legal counsel who may consider fiduciary litigation against our clients.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Senior

Director

Entry

Employees by Department

FiduciaryVest has 7 employees across 3 departments.

Departments

Number of employees

Funding Data

FiduciaryVest has never raised funding before.

FiduciaryVest Tech Stack

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

Modernizr

JavaScript libraries

MediaElement.js

Video players

Gravity Forms

Form builders

Swiper

JavaScript libraries

lit-element

JavaScript libraries

jQuery UI

JavaScript libraries

Google Maps

Maps

lit-html

JavaScript libraries

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

MonsterInsights

Analytics

Frequently asked questions

FiduciaryVest is located in Atlanta, Georgia, US.

You can reach FiduciaryVest at +14044461270.

FiduciaryVest generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

FiduciaryVest has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

FiduciaryVest was founded in 2005, making it 21 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at FiduciaryVest

Dillon Collins

Director Of Business Development

4.8

40,000 users