Insight Financial Strategists Revenue

Financial Services • Newton, MA, United States • 1-10 Employees

Insight Financial Strategists revenue & valuation

Annual revenue	$2,911,238
Revenue per employee	$971,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$9,400,000
Total funding	No funding

Key Contact at Insight Financial Strategists

Chris Chen

Owner / Wealth Strategist

Company overview

Headquarters	Newton, MA, United States
Phone number	+17814893994
Website	insightfinancialstrategists.com
NAICS	52
SIC	628
Keywords	Wealth Management, Asset Allocation, Investment Management, Retirement Income Planning, Portfolio Reviews, Divorce Financial Planning, Socially Responsible Investments
Employees	1-10
Socials

Insight Financial Strategists Email Formats

Insight Financial Strategists uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@insightfinancialstrategists.com), used 50% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@insightfinancialstrategists.com	50%
{first name}.{last name}	john.doe@insightfinancialstrategists.com	50%

About Insight Financial Strategists

Insight Financial Strategists LLC is a boutique financial advisory firm located in the Boston area focused on taking the complexity out of your financial picture. Our one-on-one approach is grounded in reality and focused on your needs. As wealth strategists, we ensure that you know all the facts about the potential benefits and consequences of your financial decisions, and that you are equipped to make the best decision for your personal circumstances. We are educators as well as advisors that will give you realistic ideas of where different financial paths may take you. Working back from your set goals or ideals, we guide you through an individualized financial plan that not only gives you a sense of where you need to focus your attentions, but will also give you insight on how to avoid potential pitfalls. We will work with your accountant, lawyer or other professional aids to ensure that your finances are fully optimized to take advantage of all opportunities to put your money to work for you and your family. We will identify the financial risks that you may currently face and propose realistic solutions to help you protect against those risks.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Insight Financial Strategists has never raised funding before.

Insight Financial Strategists Tech Stack

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

AddThis

Widgets

Thrive Ultimatum

WordPress plugins

Underscore.js

JavaScript libraries

Google Sign-in

Authentication

jQuery UI

JavaScript libraries

Cloudinary

CDN

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

HSTS

Security

Calendly

Appointment scheduling

WordPress

Blogs

Frequently asked questions

Insight Financial Strategists is located in Newton, MA, US.

You can reach Insight Financial Strategists at +17814893994.

Insight Financial Strategists generates an estimated annual revenue of $2,911,238. This revenue figure reflects the company's market position and business performance in its industry.

Insight Financial Strategists has an estimated valuation of $9,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Key Contact at Insight Financial Strategists

Chris Chen

Owner / Wealth Strategist

4.8

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