INVEST Financial Corporation Revenue

Financial Services • Grand Chute, Wisconsin, United States • 201-500 Employees

INVEST Financial Corporation revenue & valuation

Annual revenue	$290,000,000
Revenue per employee	$1,040,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$928,000,000
Total funding	No funding

Key Contacts at INVEST Financial Corporation

John Bertino

Svp, Director Of Operations Invest Financial Corp.

Osvaldo Fuentes

Independent Business Owner

Thomas Gay

Co-Owner And Vice President - Dasher And Padgett Financial Services

David Calvert

Chief Executive Officer

Ricky Coody

Owner

Pierro Luis

Ceo

Sachin Patwa

Owner

Gasy Moscow

G Director

Jalil Khan

Business Owner

David Mark Lengyel

Chief Executive Officer

Company overview

Headquarters	5555 W Grande Market Dr, Appleton, Wisconsin 54913, US
Phone number	+18008019942
Website	investfinancial.com
NAICS	52
SIC	602
Keywords	Financial Consulting
Employees	201-500
Socials

INVEST Financial Corporation Email Formats

INVEST Financial Corporation uses 1 email format. The most common is {2char} (e.g., {2char}@psc.com), used 100% of the time.

Format	Example	Percentage
{2char}	{2char}@psc.com	100%

About INVEST Financial Corporation

On August 15, 2017, NPH announced the sale of the business of its independent broker-dealer network to LPL Financial LLC (LPL). For more information, view this press release: https://www.investfinancial.com/shared/documents/nph_lpl_release.pdf

Employees by Management Level

Total employees: 201-500

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

INVEST Financial Corporation has 150 employees across 12 departments.

Departments

Number of employees

Funding Data

INVEST Financial Corporation has never raised funding before.

INVEST Financial Corporation Tech Stack

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

Akamai

CDN

Akamai Bot Manager

Security

Frequently asked questions

INVEST Financial Corporation is located in Grand Chute, Wisconsin, US.

You can reach INVEST Financial Corporation at +18008019942.

INVEST Financial Corporation generates an estimated annual revenue of $290,000,000. This revenue figure reflects the company's market position and business performance in its industry.

INVEST Financial Corporation has an estimated valuation of $928,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

INVEST Financial Corporation has approximately 201-500 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at INVEST Financial Corporation

John Bertino

Svp, Director Of Operations Invest Financial Corp.

Osvaldo Fuentes

Independent Business Owner

Thomas Gay

Co-Owner And Vice President - Dasher And Padgett Financial Services

David Calvert

Chief Executive Officer

Ricky Coody

Owner

Pierro Luis