Fortivus Wealth Group Revenue

Financial Services • King of Prussia, Pennsylvania, United States • 11-20 Employees

Fortivus Wealth Group revenue & valuation

Annual revenue	$1,454,435
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$4,700,000
Total funding	No funding

Key Contacts at Fortivus Wealth Group

Jenna Dowling

Director Of Financial Planning

Nicholas Duelfer

Director Of Wealth Management

Carly Fisher

Director Of Insurance Operations

James H. Meanix

Co-Founder And Wealth Management Advisor

Company overview

Headquarters	1000 Continental Drive, Suite 695, King Of Prussia, Pennsylvania 19406, US
Phone number	+1532024797
Websites	nm.com fortivuswealthgroup.nm.com
NAICS	52
Employees	11-20
Socials

Fortivus Wealth Group Email Formats

Fortivus Wealth Group uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@nm.com), used 93.3% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@nm.com	93.3%
{first initial}{last name}.{last name}	jdoe.doe@nm.com	6.7%

About Fortivus Wealth Group

There is no greater wealth in this world than peace of mind. We help our clients simplify their financial lives to bring them closer to achieving that peace for today and tomorrow through lasting, meaningful relationships based on trust and integrity. Our mission is to guide high-net-worth individuals through some of the most uncertain, stressful times of life, specifically pre-retirement and early retirement. We accomplish this by listening to our clients to learn about their concerns and needs. In so doing, we identify financial goals and objectives specific to their planning needs.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Director

C-Suite

Employees by Department

Fortivus Wealth Group has 9 employees across 3 departments.

Departments

Number of employees

Funding Data

Fortivus Wealth Group has never raised funding before.

Frequently asked questions

Fortivus Wealth Group is located in King of Prussia, Pennsylvania, US.

You can reach Fortivus Wealth Group at +1532024797.

Fortivus Wealth Group generates an estimated annual revenue of $1,454,435. This revenue figure reflects the company's market position and business performance in its industry.

Fortivus Wealth Group has an estimated valuation of $4,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Fortivus Wealth Group has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.