GradePoint Financial / 15 Wealth Revenue

Financial Services • • 11-20 Employees

GradePoint Financial / 15 Wealth revenue & valuation

Annual revenue	$1,539,990
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$5,000,000
Total funding	No funding

Key Contact at GradePoint Financial / 15 Wealth

Robert James

Senior Vice President

Company overview

Headquarters	XX
Websites	15wealth.com gradepointfinancial.com
NAICS	52
Keywords	Financial Advisors, Medicare, Wealth Management, Life Insurance, Workplace Wellness, Portfolio Management, Long Term Care, Financial Planning, Retirement Plans, Retirement Income Planning, Participant Services, Athlete And Entertainment
Founded	2023
Employees	11-20

GradePoint Financial / 15 Wealth Email Formats

GradePoint Financial / 15 Wealth uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.

Format	Example	Percentage
{first name}.{last name}@company.com	john.doe@company.com	42.1%
{first name}@company.com	john@company.com	25.3%
{first name initial}{last name}@company.com	{first name initial}doe@company.com	14.8%
{first name}{last name}@company.com	johndoe@company.com	10.2%
{last name}@company.com	doe@company.com	7.6%

About GradePoint Financial / 15 Wealth

We’ve rebranded GradePoint Financial with intention. Say hello to 15 Wealth. 15 Wealth is a modern wealth management firm built on clarity, collaboration, and growth. We combine tailored strategies, integrated planning, and high-touch service with the strength of institutional-grade retirement and insurance solutions. What sets us apart is our foundation: The Fifteen™ Framework— our core principles for life and investing—and The Forum, a collaborative network of advisors, strategists, and visionaries. Together, we sharpen ideas, harness technology, and deliver a model where both advisors and clients thrive. Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through TSFG, LLC, a Registered Investment Advisor. TSFG, LLC and GradePoint Financial, LLC, and 15 Wealth are separate entities from LPL Financial. www.finra.org. www.sipc.org Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Vice President

Entry

C-Suite

Employees by Department

GradePoint Financial / 15 Wealth has 11 employees across 6 departments.

Departments

Number of employees

Funding Data

GradePoint Financial / 15 Wealth has never raised funding before.

Frequently asked questions

GradePoint Financial / 15 Wealth is located in XX.

GradePoint Financial / 15 Wealth generates an estimated annual revenue of $1,539,990. This revenue figure reflects the company's market position and business performance in its industry.

GradePoint Financial / 15 Wealth has an estimated valuation of $5,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

GradePoint Financial / 15 Wealth was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

GradePoint Financial / 15 Wealth has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at GradePoint Financial / 15 Wealth

Robert James

Senior Vice President

4.8

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