Fusion Wealth Managers Revenue

Financial Services • Manhattan, New York, United States • 1-10 Employees

Fusion Wealth Managers revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contact at Fusion Wealth Managers

Kevin Lane

Owner

Company overview

Headquarters	44 Wall St, 12th Floor, New York, NY 10005, US
Website	fusionwealthmanagers.com
NAICS	52
Keywords	Investing, Wealth Management, Retirement Planning, 401Ks
Founded	2007
Employees	1-10

About Fusion Wealth Managers

Fusion Wealth Managers, combines the benefits of a boutique investment firm, with the resources of a large financial institution. We offer proprietary investment solutions, open architecture, personalized wealth plans, and unparalleled customer service. Our products and services cover virtually every gamut of the investment arena, from asset management to financial planning to insurance to alternative investments thus providing our clients a one stop shop for all their financial needs. Through our rigorous wealth planning, Fusion Wealth Managers creates for clients an unbiased/unemotional and disciplined approach to wealth creating, management and preservation. Using our Risk Profiler and in depth one on one consultations, Fusion Wealth is able to craft an investment strategy tailor made to each and every client's unique needs and circumstances.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Partner

Founder/Owner

Employees by Department

Fusion Wealth Managers has 2 employees across 1 departments.

Departments

Number of employees

Funding Data

Fusion Wealth Managers has never raised funding before.

Frequently asked questions

Fusion Wealth Managers is located in Manhattan, New York, US.

Fusion Wealth Managers generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

Fusion Wealth Managers has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Fusion Wealth Managers was founded in 2007, making it 19 years old. The company has established itself as a significant player in its industry over this time.

Fusion Wealth Managers has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Fusion Wealth Managers

Kevin Lane

Owner

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