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Foundry: Financial Advisor in Los Angeles

Foundry: Financial Advisor in Los Angeles

Financial ServicesFlag of USLos Angeles, California, United States1-10 Employees

Company overview

Headquarters12130 Millennium Dr, Suite 300, Los Angeles, California 90094, US
Phone number+12138028662
Website
NAICS52
Founded2018
Employees1-10
Socials

Key Contact at Foundry: Financial Advisor in Los Angeles

Flag of US

Kevin Lum

Founder & Ceo

Foundry: Financial Advisor in Los Angeles Email Formats

Foundry: Financial Advisor in Los Angeles uses 3 email formats. The most common is {first name} (e.g., john@foundryfinancial.org), used 63.6% of the time.

FormatExamplePercentage
{first name}
john@foundryfinancial.org
63.6%
{first initial}
j@foundryfinancial.org
18.2%
{first name}.{last name}
john.doe@foundryfinancial.org
18.2%

About Foundry: Financial Advisor in Los Angeles

At Foundry Financial, we make retirement planning clear, practical, and personal. We’re a wealth management firm that specializes in helping frugal savers with a tax problem retire with confidence. Our approach goes beyond investments—we bring together retirement income strategies, tax planning, and life planning into one coordinated process. Our goal is simple: to give you clarity and confidence. That means helping you align your spending, savings, and investments with what matters most, so you can enjoy retirement without worrying about running out of money—or paying more in taxes than you should.

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Foundry: Financial Advisor in Los Angeles revenue & valuation

Annual revenue$598,885
Revenue per employee$86,000
Estimated valuation?$2,000,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
Manager
C-Suite

Employees by Department

Foundry: Financial Advisor in Los Angeles has 7 employees across 3 departments.

Departments

Number of employees

Funding Data

Foundry: Financial Advisor in Los Angeles has never raised funding before.

Foundry: Financial Advisor in Los Angeles Tech Stack

Discover the technologies and tools that power Foundry: Financial Advisor in Los Angeles's digital infrastructure, from frameworks to analytics platforms.

Modernizr

Modernizr

JavaScript libraries

reCAPTCHA

reCAPTCHA

Security

HubSpot Analytics

HubSpot Analytics

Analytics

Stimulus

Stimulus

JavaScript frameworks

HSTS

HSTS

Security

Google Analytics

Google Analytics

Analytics

AdRoll CMP System

AdRoll CMP System

Cookie compliance

Google Workspace

Google Workspace

Email

Emotion

Emotion

Development

Squarespace Commerce

Squarespace Commerce

Ecommerce

Google Tag Manager

Google Tag Manager

Tag managers

HubSpot

HubSpot

Marketing automation

Frequently asked questions

Foundry: Financial Advisor in Los Angeles is located in Los Angeles, California, US.
You can reach Foundry: Financial Advisor in Los Angeles at +12138028662.
Foundry: Financial Advisor in Los Angeles was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.
Foundry: Financial Advisor in Los Angeles has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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