


GoalQueste Revenue
Financial Services • Tredyffrin, Pennsylvania, United States • 1-10 Employees
GoalQueste revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Key Contact at GoalQueste
Erik Evans
Director of Financial Planning
Company overview
| Headquarters | 1055 Westlakes Drive, Suite 300, Berwyn, Pennsylvania 19312, US |
| Phone number | +14846025941 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Investment Planning, Wealth Management, Retirement Planning, Business Planning, Estate Planning, Risk Planning |
| Founded | 2011 |
| Employees | 1-10 |
| Socials |
GoalQueste Email Formats
GoalQueste uses 1 email format. The most common is {last name}{last name} (e.g., doedoe@goalqueste.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{last name}{last name} | doedoe@goalqueste.com | 100% |
About GoalQueste
GoalQueste is a fee-only wealth management firm. Our advisors provide clients with goal-based, comprehensive financial planning, portfolio management and ongoing feedback to help them achieve long-term financial security. Wholly owned and operated by its employees since 2011, GoalQueste is registered under the Securities Commission of Pennsylvania, with its principal offices located in Newtown Square (Greater Philadelphia Area). GoalQueste specializes in providing customized financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and businesses. GoalQueste distinguishes itself from traditional investment advisory firms by providing services to not only meet clients’ investment needs, but also tax, estate planning, risk management, retirement planning and business development needs.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
GoalQueste has never raised funding before.
GoalQueste Tech Stack
Discover the technologies and tools that power GoalQueste's digital infrastructure, from frameworks to analytics platforms.
Web servers
Live chat
Hosting
Analytics
Font scripts
Frequently asked questions
4.8
40,000 users



