Francis Financial
Financial Services • 
Manhattan, New York, United States • 21-50 Employees
Company overview
| Headquarters | 39 Broadway, Suite 1730, New York, NEW YORK 10006, US |
| Phone number | +12123749008 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Fee-Only Financial Planning, Fee-Only Wealth Management, Fee-Only Divorce Financial Planning, Fee-Only Financial Advisory For Widows, Women-Centric Client Base |
| Founded | 2002 |
| Employees | 21-50 |
| Socials |
Key Contacts at Francis Financial
Avani Ramnani
Managing Director
Gabrielle Deems
Director Of Marketing
Francis Financial Email Formats
Francis Financial uses 2 email formats. The most common is {first initial} (e.g., j@francisfinancial.com), used 93.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@francisfinancial.com | 93.3% |
{first name} | john@francisfinancial.com | 6.7% |
About Francis Financial
Francis Financial, Inc. is a boutique wealth management and financial planning firm dedicated to empowering women to navigate financial decisions with confidence. We serve individuals and families nationwide, specializing in guiding women who have lost a spouse or are going through divorce. Our fee-only approach promises objectivity in our recommendations and services, providing fiduciary loyalty and financial peace of mind to our family of clients. We specialize in working with clients who have approximately $2 million or more in investible assets. Recognized by Forbes, USA Today, Financial Planning, Money.com, and Newsweek as one of the top financial advisory firms, we take a holistic approach to client support. Our team, which includes Certified Financial Planners (CFP®) and Certified Divorce Financial Analysts (CDFA®) offers expert guidance through life’s most challenging financial transitions. Whether navigating the complexities of divorce—such as asset distribution, alimony, tax planning, and long-term financial security—or managing the financial realities of widowhood, including estate settlement, survivor benefits, and investment strategy adjustments, we provide clear, independent insights to help our clients move forward with confidence. We collaborate closely with divorce attorneys, trust & estate attorneys, coaches, therapists, and other professionals to ensure comprehensive financial guidance. Visit www.francisfinancial.com to learn more, tune in to our podcast, and access free resources on divorce and widowhood.
Francis Financial revenue & valuation
| Annual revenue | $4,754,713 |
| Revenue per employee | $227,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $15,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Francis Financial has 7 employees across 4 departments.
Departments
Number of employees
Funding Data
Francis Financial has never raised funding before.
Francis Financial Tech Stack
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United Kingdom
Netherlands
Canada
France
Frequently asked questions
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