Geneva Partners Revenue

Investment Management • Lake Geneva, Wisconsin, United States • 1-10 Employees

Geneva Partners revenue & valuation

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

Key Contact at Geneva Partners

Valerie Lamp

Managing Director

Company overview

Headquarters	772 West Main Street, Suite 301, Lake Geneva, Wisconsin 53147, US
Phone number	+12622481350
Website	genevapartnersllc.com
NAICS	5231
SIC	628
Founded	2004
Employees	1-10
Socials

Geneva Partners Email Formats

Geneva Partners uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@genevapartnersllc.com), used 50% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@genevapartnersllc.com	50%
{last name}	doe@genevapartnersllc.com	50%

About Geneva Partners

Geneva Partners is a fee-only, SEC Registered Investment Advisory firm that provides investment services and comprehensive financial planning to high-net-worth individuals and businesses. We utilize a team approach in developing a client’s investment portfolio by assessing their long-term objectives − analyzing cash flow needs, income tax liabilities, and retirement goals are part of this process. Together, our advisors have more than 100 years of combined asset management experience, and have managed investment portfolios through some of the most challenging times in history.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Senior

Employees by Department

Geneva Partners has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Geneva Partners has never raised funding before.

Geneva Partners Tech Stack

Discover the technologies and tools that power Geneva Partners's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Modernizr

JavaScript libraries

Amazon S3

CDN

Amazon Web Services

PaaS

Awesomplete

Search engines

Cloudflare Bot Management

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

FMG Suite

Marketing automation

HSTS

Security

FancyBox

JavaScript libraries

Open Graph

Miscellaneous

Frequently asked questions

Geneva Partners is located in Lake Geneva, Wisconsin, US.

You can reach Geneva Partners at +12622481350.

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

Geneva Partners 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.

Geneva Partners was founded in 2004, making it 22 years old. The company has established itself as a significant player in its industry over this time.

Geneva Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Geneva Partners

Valerie Lamp

Managing Director

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