


Ideal Financial Advisors
Financial Services • Lafayette, California, United States • 1-10 Employees
Company overview
| Headquarters | 251 Lafayette Circle, Lafayette, California 94549, US |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Insurance, Financial Planning |
| Employees | 1-10 |
Key Contact at Ideal Financial Advisors
Tristan Bolton
Owner, Wealth Advisor
Ideal Financial Advisors Email Formats
Ideal Financial Advisors uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@idealfinancialadvisors.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@idealfinancialadvisors.com | 100% |
About Ideal Financial Advisors
Comprehensive Financial Planning
Ideal Financial Advisors revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Ideal Financial Advisors has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Ideal Financial Advisors has never raised funding before.
Ideal Financial Advisors Tech Stack
Discover the technologies and tools that power Ideal Financial Advisors's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
CDN
PaaS
Search engines
Security
JavaScript libraries
Tag managers
Hosting
Marketing automation
Security
JavaScript libraries
Frequently asked questions
4.8
40,000 users



