Prospeo
Hero Section BackgroundHero Section Background
Journey Advisory Group

Journey Advisory Group

Financial ServicesFlag of USCovington, Kentucky, United States21-50 Employees

Company overview

Headquarters50 E Rivercenter Blvd, Suite 301, Covington, Kentucky 41011, US
Phone number+180179934
Website
NAICS52
Founded2013
Employees21-50
Socials

Key Contacts at Journey Advisory Group

Flag of US

Tyler Lang

Founder & Ceo At Journey Advisory Group, Llc

Flag of US

Tim Roesch

Director Of Information Technology

Flag of US

Pashence Barrera

Director Of Finance And Operations

Flag of US

Kathryn Mcneely

Director Of Data & Systems

Journey Advisory Group Email Formats

Journey Advisory Group uses 4 email formats. The most common is {first initial}.{last name} (e.g., j.doe@journeyadvisory.group), used 53.8% of the time.

FormatExamplePercentage
{first initial}.{last name}
j.doe@journeyadvisory.group
53.8%
{first name}.{last name}
john.doe@journeyadvisory.group
38.5%
{first initial}
j@journeyadvisory.group
3.8%
{last name}
doe@journeyadvisory.group
3.8%

About Journey Advisory Group

Launched in 2013, Journey Advisory Group is a SEC Registered Investment Adviser* specializing in investment management and financial planning. We partner with our clients to meet the needs of their life’s journey: wealth management, college, retirement and estate planning, tax management and insurance. Clients are often faced with the unappealing choice between small, independent firms lacking expertise and depth, and large, impersonal, unresponsive organizations. Journey provides a unique alternative: sophisticated planning and investment expertise combined with exceptional personalized service. *Any reference to or use of the terms “registered investment adviser” or “registered,” does not imply that Journey Advisory Group or any person associated with Journey Advisory Group has achieved a certain level of skill or training.

$

Journey Advisory Group revenue & valuation

Annual revenue$2,652,205
Revenue per employee$86,000
Estimated valuation?$8,500,000
Total fundingNo funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Senior
Entry
C-Suite

Employees by Department

Journey Advisory Group has 20 employees across 5 departments.

Departments

Number of employees

Funding Data

Journey Advisory Group has never raised funding before.

Journey Advisory Group Tech Stack

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

Modernizr

Modernizr

JavaScript libraries

Awesomplete

Awesomplete

Search engines

Cloudflare Bot Management

Cloudflare Bot Management

Security

theTradeDesk

theTradeDesk

Advertising

Google Maps

Google Maps

Maps

scrollreveal

scrollreveal

JavaScript libraries

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

HubSpot Analytics

HubSpot Analytics

Analytics

FMG Suite

FMG Suite

Marketing automation

Frequently asked questions

Journey Advisory Group is located in Covington, Kentucky, US.
You can reach Journey Advisory Group at +180179934.
Journey Advisory Group was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.
Journey Advisory Group has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

Build leads list with verified emails & mobiles