(k)quote
Financial Services • 
Simi Valley, California, United States • 1-10 Employees
Company overview
| Headquarters | Simi Valley, California, United States |
| Phone number | +18189374720 |
| Website | |
| NAICS | 52 |
| Keywords | 401(K), Benchmarking, Broker Dealer, Recordkeeper, Financialadvisor |
| Employees | 1-10 |
Key Contact at (k)quote
Steven T. Wilkinson
Chief Executive Officer
About (k)quote
(k)quote helps your firm support your advisors by building the narrative on why a plan should move forward. Start your sales process by scanning fee disclosure documents into (k)quote. Our first to market technology gives your team the ability to build accurate investment and asset weighted fee comparisons in 10 minutes or less. Best of all, (k)quote can customize it's reports to your team’s sales process & story. Let us help your team focus on what's important, closing plans (not data entry).
(k)quote revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
(k)quote has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
(k)quote has never raised funding before.
(k)quote Tech Stack
Discover the technologies and tools that power (k)quote's digital infrastructure, from frameworks to analytics platforms.
Video players
Payment processors
Video players
CDN
Payment processors
JavaScript libraries
Programming languages
Marketing automation
Miscellaneous
Appointment scheduling
JavaScript libraries
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