Finspire Revenue
Financial Services • 
Schaumburg, Illinois, United States • 1-10 Employees
Finspire revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Key Contact at Finspire
Chuck Williams
Chief Executive Officer
Company overview
| Headquarters | 1515 E. Woodfield Rd., Suite 840, Schaumburg, Illinois 60173, US |
| Phone number | +18472921230 |
| Website | |
| NAICS | 52 |
| Keywords | Investment Advice, Wealth Management, Retirement Planning, Executive Benefits, Financial Planning, Investment Advisory, Investment Management, Financial Wellness, 401(K) Plans, Institutional Retirement Consulting, Fiduciary Training, Asset Managmenet, Investment Fiduciary Services, Retirement Plan Merger & Acquisitions, Plan Merger And Acquisitions |
| Founded | 2018 |
| Employees | 1-10 |
| Socials |
Finspire Email Formats
Finspire uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@finspireme.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@finspireme.com | 100% |
About Finspire
Finspire was created in 2018 by industry veterans Charles Williams, Chris Karam and James Jaramillo to provide a rare industry combination of fiduciary services to employers alongside financial wellness, planning and asset management to employees and individual investors. The retirement plan advisors at Finspire believe that plan sponsors, participants, and individual investors deserve a true advocate in their corner. We’ll be here to answer the tough questions and provide guidance when times are most turbulent. Mission Strive to improve our clients’ financial well-being. Vision Maintain a progressive business model and build a team of like-minded, investment fiduciary-oriented professionals dedicated to enhancing the client experience. Value Work collaboratively with clients to pursue their financial goals, allowing them to spend more time on what matters most Most of all, we’re in this together. Compliance Disclosure: Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Finspire, LLC are not affiliated. Third party posts found on this site do not reflect the views of IFP and have not been reviewed by IFP as to accuracy or completeness. FINRA: www.finra.org. SIPC: www.SIPC.org
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Finspire has 5 employees across 3 departments.
Departments
Number of employees
Funding Data
Finspire has never raised funding before.
Finspire Tech Stack
Discover the technologies and tools that power Finspire's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Frequently asked questions
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