Invessent Revenue

Financial Services • Rochester, New York, United States • 1-10 Employees

Invessent revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at Invessent

Lidia Kerr

Vice President of Operations at Invessent

Company overview

Headquarters	One South Washington Street, Suite 130, Rochester, New York 14614, US
Phone number	+15855107060
Website	invessent.com
NAICS	52
Keywords	Financial Advisory, Succession Planning, Wealth Management, Retirement Planning, Investment Advisory Services, Effective Tax Strategies
Founded	2020
Employees	1-10

Invessent Email Formats

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

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

About Invessent

Investment and wealth management advisory firm specializing in a client-centered approach that includes devising and implementing customized plans for each relationship. Areas of expertise: Open-architecture, independent, cost-sensitive and multi-custodian platforms that support investment advisory solutions whether working with business owners, high-net-worth individuals or retirees seeking to engage with a fee-only fiduciary committed to acting in each client’s best interest. Our value-driven approach is predicated on a 360-degree perspective on each client and/or engagement. AREAS OF EXPERTISE: ◉ Wealth Management ◉ Succession Planning ◉ Eldercare Planning ◉ Investment Advisory Services ◉ Retirement Planning ◉ Retirement Accounts ◉ 401(k) | SEP ◉ Estate Planning ◉ Buy-Sell Agreements ◉ Corporate Stock Options ◉ Effective Tax Strategies ◉ Business Planning

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Invessent has never raised funding before.

Invessent Tech Stack

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

Cloudflare

CDN

Apache HTTP Server

Web servers

reCAPTCHA

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

HSTS

Security

Vimeo

Video players

Sectigo

SSL/TLS certificate authorities

Bootstrap

UI frameworks

Google Analytics

Analytics

Microsoft 365

Frequently asked questions

Invessent is located in Rochester, New York, US.

You can reach Invessent at +15855107060.

Invessent generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Invessent has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

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

Key Contact at Invessent

Lidia Kerr

Vice President of Operations at Invessent

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