Forteris Wealth Management Revenue

Financial Services • Armonk, New York, United States • 1-10 Employees

Forteris Wealth Management revenue & valuation

Annual revenue	$13,200,000
Revenue per employee	$3,276,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$42,000,000
Total funding	No funding

Key Contact at Forteris Wealth Management

Brett N. Fry

Managing Director

Company overview

Headquarters	200 Business Park Dr, 211, Armonk, NY 10504, US
Phone number	+19146965300
Website	forteriswealth.com
NAICS	52
SIC	628
Keywords	Personalized Financial Planning, Certified Financial Planners, Fee Only Wealth Management Firm, Sec Registered Advisory Firm, Fee Only Financial Planners, Fee Only Financial Advisors
Founded	1993
Employees	1-10
Socials

Forteris Wealth Management Email Formats

Forteris Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@forteriswealth.com), used 50% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@forteriswealth.com	50%
{first name}{last name}	johndoe@forteriswealth.com	50%

About Forteris Wealth Management

Forteris is a fee-only independent financial planning and wealth management firm. We work with individuals, families and institutions to create customized solutions that successfully address both short and long term financial objectives. Financial planning is a fluid process and requires ongoing attention as circumstances and/or your goals change. Our goal is to truly understand what each client is looking to achieve so that we can develop a customized approach to meet those needs. We have offices in Armonk, New York and Dallas, Texas which offer services including financial planning, estate planning, insurance planning, hedging strategies, retirement planning, education planning, tax planning, covered calls and investing strategies, and advice.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Forteris Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Forteris Wealth Management has never raised funding before.

Forteris Wealth Management Tech Stack

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

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

Slick

JavaScript libraries

Google Maps

Maps

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Datadog

Analytics

Google Analytics

Analytics

Frequently asked questions

Forteris Wealth Management is located in Armonk, New York, US.

You can reach Forteris Wealth Management at +19146965300.

Forteris Wealth Management generates an estimated annual revenue of $13,101,027. This revenue figure reflects the company's market position and business performance in its industry.

Forteris Wealth Management has an estimated valuation of $42,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Forteris Wealth Management was founded in 1993, making it 33 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Forteris Wealth Management

Brett N. Fry

Managing Director

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