Fortiv Wealth Management
Financial Services • 
Orlando, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 800 N. Magnolia Avenue, Suite 1825, Orlando, FL 32803, US |
| Phone number | +14072461515 |
| Website | |
| NAICS | 52 |
| Keywords | Comprehensive Financial Planning, Business Development, Managing Risk, Designing Employee Benefit Plans, Developing And Managing Investment Plans, Planning For Sale Or Transition Of Business |
| Founded | 1960 |
| Employees | 1-10 |
| Socials |
Key Contacts at Fortiv Wealth Management
Freddy Haramboure
Director Of Retirement Plan Services
Nicholas Manson
Director Of Client Services/Senior Wealth Advisor
Fortiv Wealth Management Email Formats
Fortiv Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@fortiv.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@fortiv.com | 100% |
About Fortiv Wealth Management
Fortiv, a multi-disciplinary private wealth firm can help you create and implement a comprehensive strategic plan. We are a wealth management firm comprised of professionals with backgrounds and specialties in the areas of investment management, insurance, retirement planning, business planning, estate planning and philanthropic planning. With roots dating back to the establishment of our Orlando office in 1961, we have a proud tradition of customer service excellence. Securities offered through IP Securities, LLC, da Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, ba Independent Financial Partners (IFP), a Registered Investment Advisor. IF and Fortiv are not affiliated. Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training. IF may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IF Advisors LLC ADV Part 2 for additional information and r
Fortiv Wealth Management revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Fortiv Wealth Management has 5 employees across 3 departments.
Departments
Number of employees
Funding Data
Fortiv Wealth Management has never raised funding before.
Fortiv Wealth Management Tech Stack
Discover the technologies and tools that power Fortiv Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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United Kingdom
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Frequently asked questions
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