Graystone Advisor
Financial Services • 
Foster City, California, United States • 1-10 Employees
Company overview
| Headquarters | 48 Port Royal Ave, Foster City, California 94404, US |
| Website | |
| NAICS | 52 |
| Keywords | Comprehensive Financial Planning, Financial Advisor, 401K, ISO, Fiduciary, Financial Planning, Investment Management, CFP, RSU, Certified Financial Planner, Espp, Fee Only, Stock Options, Restricted Stock Units, Incentive Stock Options, Dual Income Household, Nqso |
| Founded | 2019 |
| Employees | 1-10 |
Key Contact at Graystone Advisor
Aaron Agte
Financial Advisor, Owner
About Graystone Advisor
I provide fee-only comprehensive financial planning and investment management for couples who need help with their stock options and RSUs.
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Graystone Advisor revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Founder/Owner
Funding Data
Graystone Advisor has never raised funding before.
Graystone Advisor Tech Stack
Discover the technologies and tools that power Graystone Advisor's digital infrastructure, from frameworks to analytics platforms.
Font scripts
JavaScript libraries
JavaScript libraries
Security
Ecommerce
Tag managers
Hosting
Security
Miscellaneous
Analytics
Appointment scheduling
JavaScript libraries
South Africa
Canada
Frequently asked questions
Graystone Advisor is located in Foster City, California, US.
Graystone Advisor was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.
Graystone Advisor has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.
4.8
40,000 users
