Infinitus Wealth Management Revenue

Investment Management • Nashville, Tennessee, United States • 1-10 Employees

Infinitus Wealth Management revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Infinitus Wealth Management

Erik Roberts

Founder and CEO

Company overview

Headquarters	600 Broadway, Suite 2204, Nashville, Tennessee 37203, US
Phone number	+16156695575
Website	infinituswealth.com
NAICS	5231
Keywords	Strategic Planning, Education Planning, Portfolio Construction, Asset Allocation, Retirement Planning, Investment Analysis, Financial Planning, Wealth Protection, Estate Planning, Investment Management, Risk Mitigation, Income Generation
Founded	2020
Employees	1-10
Socials

Infinitus Wealth Management Email Formats

Infinitus Wealth Management uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@infinituswealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@infinituswealth.com	100%

About Infinitus Wealth Management

We are a Fiduciary, Independent Wealth Advisor. Clients benefit from our world-class portfolio construction and investment management services. We build custom portfolios and offer multiple investment strategies to meet our clients' unique investment goals, needs, and risk tolerance. We actively manage several US equity, international equity, fixed income, tax-exempt fixed income, and blended strategies ranging from large-cap to small-cap equity and income-generating strategies. We accept zero commissions and act as a fiduciary, mandated by law and ethically bound to put our clients' interests first in everything we do. Our fee is based on Assets Under Management, so we do well when you do well.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Infinitus Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Infinitus Wealth Management has never raised funding before.

Infinitus Wealth Management Tech Stack

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

Google Workspace

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

Envoy

Reverse proxies

Frequently asked questions

Infinitus Wealth Management is located in Nashville, Tennessee, US.

You can reach Infinitus Wealth Management at +16156695575.

Infinitus Wealth Management generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Infinitus Wealth Management has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

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

Key Contact at Infinitus Wealth Management

Erik Roberts

Founder and CEO

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