Fortis Family Office
Financial Services • 
Tredyffrin, Pennsylvania, United States • 11-20 Employees
Company overview
| Headquarters | 656 E Swedesford Rd, Suite 330, Wayne, Pennsylvania 19087, US |
| Phone number | +16103130910 |
| Website | |
| NAICS | 52 |
| Keywords | Risk Management, Financial Reporting, Concierge Services, Tax Planning & Preparation, Investment Management, Trust & Estate Planning, Capital Services, Asset Protection Services |
| Founded | 1913 |
| Employees | 11-20 |
| Socials |
Key Contacts at Fortis Family Office
Terri Mcdermott Chfc
Director Of Wealth Planning
Christina Belfiglio
Director Of Operations
Fortis Family Office Email Formats
Fortis Family Office uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@fortisfamilyoffice.com), used 92.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@fortisfamilyoffice.com | 92.3% |
{last name}{last name} | doedoe@fortisfamilyoffice.com | 7.7% |
About Fortis Family Office
Fortis Family Office has worked with families to guide, protect and grow their financial future for over a century. Our “Family Office” approach of understanding our client’s entire financial picture is rooted in not simply focusing on investable assets, but an integrated approach to maximize results. This makes Fortis well positioned to add significant value and customized solutions in the areas of tax, estate planning, cash flow management, wealth management and philanthropic endeavors. Fortis Advisors, LLC is a Pennsylvania-based investment advisor registered with the Securities and Exchange Commission under the Investment Adviser Act of 1940. Past performance does not guarantee future results. Please visit https://fortisfamilyoffice.com/disclosures/to see our LinkedIn Disclosure.
Fortis Family Office revenue & valuation
| Annual revenue | $1,197,770 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Fortis Family Office has 8 employees across 2 departments.
Departments
Number of employees
Funding Data
Fortis Family Office has never raised funding before.
Fortis Family Office Tech Stack
Discover the technologies and tools that power Fortis Family Office's digital infrastructure, from frameworks to analytics platforms.
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WordPress plugins
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Miscellaneous
Programming languages
Blogs
Hosting
Portugal
Belgium
Frequently asked questions
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