Highland Peak Wealth Revenue

Investment Management • Boston, Massachusetts, United States • 1-10 Employees

Highland Peak Wealth revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contacts at Highland Peak Wealth

Santo Dimino

Wealth Director

Christopher Smith

Managing Director

Christopher Martinson

Managing Director

Justin Esposito

Managing Director

Company overview

Headquarters	280 Congress St, 1300, Boston, Massachusetts 02210, US
Phone number	+12025092998085
Website	highlandpeakwealth.com
NAICS	5231
Keywords	Financial Planning, Alternative Investing, Portfolio Lending, Tax Mitigation Strategies, High-Net-Worth Investment Management
Founded	2020
Employees	1-10

Highland Peak Wealth Email Formats

Highland Peak Wealth uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@highlandpeakwealth.com), used 100% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@highlandpeakwealth.com	100%

About Highland Peak Wealth

Highland Peak Wealth is a fee-only, independent financial advisory firm catered to High Net Worth Individuals, Families, and Institutions. We provide comprehensive wealth management and financial planning services for clients in all phases of their lives. We take tremendous pride in eliminating a major conflict of interest common to most advisory firms - we are not beholden to any bank, brokerage, or insurance company to distribute their in-house products. Our process lends itself to providing our clients with the best available solutions, tailored to your exact needs.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Partner

Director

Employees by Department

Highland Peak Wealth has 3 employees across 1 departments.

Departments

Number of employees

Funding Data

Highland Peak Wealth has never raised funding before.

Frequently asked questions

Highland Peak Wealth is located in Boston, Massachusetts, US.

You can reach Highland Peak Wealth at +12025092998085.

Highland Peak Wealth generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

Highland Peak Wealth has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Highland Peak Wealth was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contacts at Highland Peak Wealth

Santo Dimino

Wealth Director

Christopher Smith

Managing Director

Christopher Martinson

Managing Director

Justin Esposito

Managing Director

4.8

40,000 users