Financial Zen Revenue

Investment Management • San Francisco, California, United States • 1-10 Employees

Financial Zen revenue & valuation

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

Key Contacts at Financial Zen

Rick Valenzi

Certified Financial Plannerᵀᴹ, Founder & Ceo

Thao Huong Nguyen

Non Executive Director

Company overview

Headquarters	600 California St, 11th floor, San Francisco, California 94108, US
Phone number	+14157920345
Website	financialzen.com
NAICS	5231
SIC	628
Keywords	Tax Planning, Home Buying, College Planning, Retirement Planning, Debt Reduction, Insurance, Financial Planning, Estate Planning, Corporate Benefits, Investment Management
Founded	2016
Employees	1-10
Socials

Financial Zen Email Formats

Financial Zen uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@financialzen.com), used 50% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@financialzen.com	50%
{first name}.{last name}	john.doe@financialzen.com	50%

About Financial Zen

There's no shortcut to financial independence (aka Financial Zen), but there IS a fast track. The average age of our members is 39. Their average projected age of financial independence is 50. They didn't win the DNA or the IPO lottery. They just did everything right with their money and their money mindset (with a little help from Financial Zen). (They also did NOT give up vacations or dinners out.) Financial Zen is an experience unlike any other financial planning service. Calling us "financial planners" is like calling the Grand Canyon a "hole in the ground." (Getting your financial house in order is just the beginning, not the end!) So if you want to get on the fast track to financial independence, check out our website - and if you like what you see, schedule a Discovery Call or register for one of our free monthly challenges! www.financialzen.com

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Director

Entry

Employees by Department

Financial Zen has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

Financial Zen has never raised funding before.

Financial Zen Tech Stack

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

reCAPTCHA

Security

Gravity Forms

Form builders

Swiper

JavaScript libraries

Hello Elementor

WordPress themes

Elementor

Page builders

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Kinsta

Hosting

Frequently asked questions

Financial Zen is located in San Francisco, California, US.

You can reach Financial Zen at +14157920345.

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

Financial Zen 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.

Financial Zen was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contacts at Financial Zen

Rick Valenzi

Certified Financial Plannerᵀᴹ, Founder & Ceo

Thao Huong Nguyen

Non Executive Director

4.8

40,000 users