GoalVest Advisory Revenue

Financial Services • Manhattan, New York, United States • 11-20 Employees

GoalVest Advisory revenue & valuation

Annual revenue	$941,105
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,100,000
Total funding	No funding

Key Contact at GoalVest Advisory

David Abella

Director

Company overview

Headquarters	4 World Trade Center, 2908, New York, NY 10007, US
Website	goalvestadvisory.com
NAICS	52
SIC	628
Keywords	Asset Allocation, Goal Setting, Investment Management, Performance Analytics, Cash Flow Maximization, Tax Minimization, Consolidated Reporting, Risk Mgmt Guidance, Pre Ipo Growth Fund, Quality High Dividend Equity, Structured Yield Notes
Founded	2017
Employees	11-20
Socials

GoalVest Advisory Email Formats

GoalVest Advisory uses 2 email formats. The most common is {first initial} (e.g., j@goalvestadvisory.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}	j@goalvestadvisory.com	66.7%
{first name}	john@goalvestadvisory.com	33.3%

About GoalVest Advisory

GoalVest Advisory is an SEC Registered Investment Advisor founded in 2017 and based in New York City. We build innovative, individualized, institutional-caliber portfolios for high-net-worth clients, corporations and other financial advisors and their clients. We invest in all asset classes including Equities, Fixed Income, Structured Notes, Private Assets and other Alternatives as appropriate for our clients.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

GoalVest Advisory has 5 employees across 4 departments.

Departments

Number of employees

Funding Data

GoalVest Advisory has never raised funding before.

GoalVest Advisory Tech Stack

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

Squarespace

CMS

Squarespace Commerce

Ecommerce

Microsoft 365

HSTS

Security

Frequently asked questions

GoalVest Advisory is located in Manhattan, New York, US.

GoalVest Advisory generates an estimated annual revenue of $941,105. This revenue figure reflects the company's market position and business performance in its industry.

GoalVest Advisory has an estimated valuation of $3,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

GoalVest Advisory was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

GoalVest Advisory has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at GoalVest Advisory

David Abella

Director

4.8

40,000 users