Foundations Investment Advisors

Investment Management • Phoenix, Arizona, United States • 51-100 Employees

Company overview

Headquarters	4310 E Cotton Center Blvd, Phoenix, Arizona 85040, US
Phone number	+14806262979
Website	fiwealth.com
NAICS	5231
SIC	673
Founded	2010
Employees	51-100
Socials

Key Contacts at Foundations Investment Advisors

Alexander Stanchfield

Financial Advisor & Owner

Matthew Tucker

Director Of Advisor Development | Senior Financial Advisor

Christopher Shin

Director Of Compliance & Deputy Cco

Foundations Investment Advisors Email Formats

Foundations Investment Advisors uses 5 email formats. The most common is {first name}.{last name} (e.g., john.doe@fiwealth.com), used 85% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@fiwealth.com	85%
{first name}	john@fiwealth.com	7.5%
{first initial}	j@fiwealth.com	5%
{first initial}.{last name}	j.doe@fiwealth.com	2.5%

About Foundations Investment Advisors

Foundations Investment Advisors is an SEC Registered Investment Adviser (RIA). As one of the fastest growing RIA firms according to FA Magazine, we employ a team of skilled portfolio managers and provide professional planning services with an actively managed, risk-based focus. We believe it’s important to provide the tools for financial advisors to help make efficient, goals-based financial plans for investors. In addition, we pride ourselves on making sure the investor experience is an enjoyable one that remains efficient and transparent. Please do not hesitate to reach out with any questions, we are always here. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.

Foundations Investment Advisors revenue & valuation

Annual revenue	$62,500,000
Revenue per employee	$845,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$200,000,000
Total funding	No funding

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Foundations Investment Advisors has 42 employees across 7 departments.

Departments

Number of employees

Funding Data

Foundations Investment Advisors has never raised funding before.

Foundations Investment Advisors Tech Stack

Discover the technologies and tools that power Foundations Investment Advisors's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Salesforce

CRM

Hoefler&Co

Font scripts

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

GoDaddy

Hosting

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

Webflow

Page builders

core-js

JavaScript libraries

Embedly

Widgets

Frequently asked questions

Foundations Investment Advisors is located in Phoenix, Arizona, US.

You can reach Foundations Investment Advisors at +14806262979.

Foundations Investment Advisors was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

Foundations Investment Advisors has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.