ImpactAdvisor Revenue

Investment Management • San Francisco, California, United States • 1-10 Employees

ImpactAdvisor revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at ImpactAdvisor

Jason R Escamilla

CEO

Company overview

Headquarters	San Francisco, California, United States
Phone number	+14158605300
Website	impactadvisor.com
NAICS	5231
SIC	628
Keywords	Financial Advisor, Tax Efficiency, Impact Investing, Investment Management, ESG, Sustainable Investing, SDG, Impact Metrics, Personalized Portfolios, Tax Smart, Direct Indexing
Founded	2014
Employees	1-10
Socials

ImpactAdvisor Email Formats

ImpactAdvisor uses 1 email format. The most common is {first initial} (e.g., j@impactadvisor.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@impactadvisor.com	100%

About ImpactAdvisor

Comprehensive Wealth Management: Ultra-tailored, Tax-aware, Sustainable. At ImpactAdvisor, we help investors achieve better long-term results through fully personalized and tax-efficient wealth management. We help families and business owners invest for a better tomorrow. https://impactadvisor.com/#LI

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

ImpactAdvisor has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

ImpactAdvisor has never raised funding before.

ImpactAdvisor Tech Stack

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

Modernizr

JavaScript libraries

Slick

JavaScript libraries

jQuery

JavaScript libraries

LiteSpeed

Web servers

HTTP/3

Miscellaneous

HSTS

Security

Calendly

Appointment scheduling

Zendesk Chat

Live chat

Google Analytics

Analytics

YouTube

Video players

Bootstrap

UI frameworks

Google Workspace

Frequently asked questions

ImpactAdvisor is located in San Francisco, California, US.

You can reach ImpactAdvisor at +14158605300.

ImpactAdvisor generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

ImpactAdvisor has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

ImpactAdvisor was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at ImpactAdvisor

Jason R Escamilla

CEO

4.8

40,000 users