Foundation Outsourced Financial Planning Revenue

Financial Services • Philadelphia, Pennsylvania, United States • 1-10 Employees

Foundation Outsourced Financial Planning revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Key Contact at Foundation Outsourced Financial Planning

Brody Rosenfeld

Financial Planner | Owner-Operator

Company overview

Headquarters	Philadelphia, Pennsylvania, United States
Websites	outsourcedfinancialplanner.com foundationfinancialplanning.com
NAICS	52
Keywords	Retirement Planning, Education Funding, Social Security Timing, Cash Flow Modeling, Emoney, Roth Conversion Analysis, Custom Excel Tool Creation, Debt Payoff Plans, Emergency Fund Planning, Financial Plan Creation, Money Guide Pro, Naviplan, Right Capital, Money Tree
Founded	2020
Employees	1-10

About Foundation Outsourced Financial Planning

Outsourced financial planning services for financial professionals. We create comprehensive customized plans tailored to meet your firm's needs.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Foundation Outsourced Financial Planning has never raised funding before.

Foundation Outsourced Financial Planning Tech Stack

Discover the technologies and tools that power Foundation Outsourced Financial Planning's digital infrastructure, from frameworks to analytics platforms.

Adobe Fonts

Font scripts

Modernizr

JavaScript libraries

Lodash

JavaScript libraries

reCAPTCHA

Security

Squarespace Commerce

Ecommerce

Google Tag Manager

Tag managers

Stimulus

JavaScript frameworks

HSTS

Security

Open Graph

Miscellaneous

core-js

JavaScript libraries

Google Analytics

Analytics

Cart Functionality

Ecommerce

Frequently asked questions

Foundation Outsourced Financial Planning is located in Philadelphia, Pennsylvania, US.

Foundation Outsourced Financial Planning generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.

Foundation Outsourced Financial Planning has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Foundation Outsourced Financial Planning was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

Foundation Outsourced Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Foundation Outsourced Financial Planning

Brody Rosenfeld

Financial Planner | Owner-Operator

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