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	goalqueste.com
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

Director

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.

Apache HTTP Server

Web servers

Olark

Live chat

GoDaddy

Hosting

Google Analytics

Analytics

Google Font API

Font scripts

Frequently asked questions

GoalQueste is located in Tredyffrin, Pennsylvania, US.

You can reach GoalQueste at +14846025941.

GoalQueste generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

GoalQueste has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

GoalQueste was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at GoalQueste

Erik Evans

Director of Financial Planning

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