Fortis Management Group Revenue

Financial Services • Waltham, Massachusetts, United States • 21-50 Employees

Fortis Management Group revenue & valuation

Annual revenue	$4,106,640
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$13,200,000
Total funding	No funding

Key Contacts at Fortis Management Group

Nicole Bailey

Managing Director, Senior Client Advisor

David Kusmin

Director

Penny Pagel

Director Of Clinical Services

Dylan Mann

Ceo

Athena Heimer

Director Of Recruitment And Retention

Amy Hoffman

Director Of Market Development

Janice Hutto

Sr Director Of Revenue Cycle Management

Michael Kloss

Director Of Labor And Employment

John Stampfl

Director Of Financial Reporting

Karen Schaewe

Director Of Client Relations

Company overview

Headquarters	800 South Street, Waltham, Massachusetts 02453, US
Phone number	+17818994501
Website	fortismgmt.com
NAICS	52
SIC	874
Founded	2005
Employees	21-50
Socials

Fortis Management Group Email Formats

Fortis Management Group uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@fortismgmt.com), used 53.3% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@fortismgmt.com	53.3%
{first name}{last name}	johndoe@fortismgmt.com	40%
{first name}	john@fortismgmt.com	6.7%

About Fortis Management Group

Fortis Management Group helps ultra-high net worth families make informed financial decisions by providing ongoing, strategic analysis of their entire financial picture on a fee-only basis. We are a resourceful, dedicated team of expert-generalists providing the full spectrum of family office services, with one notable exception: Fortis will never provide investment advice. This allows us to remain an unbiased advisor and a true custodian of our clients’ best interests. Our clients respect us for our broad expertise, our transparency, and our ability to navigate complex scenarios—but it is ultimately our profound commitment to decency, integrity and close communication that earns us a seat at the table from one generation to the next.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Director

Manager

Employees by Department

Fortis Management Group has 31 employees across 10 departments.

Departments

Number of employees

Funding Data

Fortis Management Group has never raised funding before.

Fortis Management Group Tech Stack

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

Modernizr

JavaScript libraries

reCAPTCHA

Security

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Web servers

Twitter Emoji

Font scripts

Retina.js

JavaScript libraries

jQuery

JavaScript libraries

SVG Support

WordPress plugins

PHP

Programming languages

HSTS

Security

WordPress

Blogs

Bootstrap

UI frameworks

Frequently asked questions

Fortis Management Group is located in Waltham, Massachusetts, US.

You can reach Fortis Management Group at +17818994501.

Fortis Management Group generates an estimated annual revenue of $4,106,640. This revenue figure reflects the company's market position and business performance in its industry.

Fortis Management Group has an estimated valuation of $13,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Fortis Management Group has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Fortis Management Group

Nicole Bailey

Managing Director, Senior Client Advisor

David Kusmin

Director

Penny Pagel

Director Of Clinical Services

Dylan Mann

Ceo

Athena Heimer

Director Of Recruitment And Retention

Amy Hoffman