Isthmus Partners Revenue

Financial Services • Madison, Wisconsin, United States • 11-20 Employees

Isthmus Partners revenue & valuation

Annual revenue	$1,368,880
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$4,400,000
Total funding	No funding

Key Contacts at Isthmus Partners

Joel C. Mcneil

Founding Partner, Director Of Advisory Services

Bopharoth Vanessa

Director Of Portfolio Operations

Tony Nichols

Director Of Trade Operations

Sara Trachte

Director Of Marketing & Strategic Initiatives

Rebecca Wiegand

Director Of Data Management & Reporting

Company overview

Headquarters	One South Pinckney Street, Suite 818, Madison, Wisconsin 53703, US
Phone number	+16087290949
Website	isthmuspartnersllc.com
NAICS	52
SIC	628
Founded	2014
Employees	11-20
Socials

Isthmus Partners Email Formats

Isthmus Partners uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@isthmuspartnersllc.com), used 82.4% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@isthmuspartnersllc.com	82.4%
{first name}{last name}	johndoe@isthmuspartnersllc.com	17.6%

About Isthmus Partners

Isthmus Partners serves individuals and families; institutions; and financial advisors. We are your trusted partner in planning, executing and managing investments with disciplined methodologies and proprietary processes that focus on high quality equities and independent valuations. Our client relationships are guided by honesty, transparency, and performance, and we value enduring relationships. To align your goals with customized strategies, we focus on long-term growth, capital preservation and identifying undervalued opportunities that will meet all the investment criteria. Our team is highly experienced with both high net worth individuals and institutional clients, and our approach fully utilizes our diverse expertise and insight within a collaborative investment model. As investment managers, we never take for granted the charge of acting as a fiduciary with discretion. We take this assignment seriously and wake up every day aiming to do a little better in helping our clients reach their goals.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Manager

Director

Founder/Owner

Employees by Department

Isthmus Partners has 4 employees across 4 departments.

Departments

Number of employees

Funding Data

Isthmus Partners has never raised funding before.

Isthmus Partners Tech Stack

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

Joomla

CMS

reCAPTCHA

Security

Astra

WordPress themes

Gravity Forms

Form builders

Elementor

Page builders

Microsoft 365

Chart.js

JavaScript graphics

Cloudflare

CDN

Apache HTTP Server

Web servers

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

Frequently asked questions

Isthmus Partners is located in Madison, Wisconsin, US.

You can reach Isthmus Partners at +16087290949.

Isthmus Partners generates an estimated annual revenue of $1,368,880. This revenue figure reflects the company's market position and business performance in its industry.

Isthmus Partners has an estimated valuation of $4,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Isthmus Partners has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.