Kovalcik & Geraghty Wealth Partners Revenue

Financial Services • Upper Arlington, Ohio, United States • 1-10 Employees

Kovalcik & Geraghty Wealth Partners revenue & valuation

Annual revenue	$15,800,000
Revenue per employee	$5,264,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$50,600,000
Total funding	No funding

Key Contact at Kovalcik & Geraghty Wealth Partners

Matthew Kovalcik

President

Company overview

Headquarters	2074 Arlington Ave, Upper Arlington, Ohio 43221, US
Phone number	+1299107010
Website	kgwp.com
NAICS	52
SIC	628
Keywords	Financial Services, Investment, Financial Planning, Strategic Investment Management
Founded	1998
Employees	1-10
Socials

About Kovalcik & Geraghty Wealth Partners

Kovalcik & Geraghty Wealth Partners is a fee-only Registered Investment Adviser with offices in Upper Arlington, Ohio and Palmetto Bluff, South Carolina. We provide comprehensive goals-based financial planning and investment management advice to successful executives and high-net-worth families nationwide. We focus on helping our clients accrue and protect wealth while assisting them in their effort to pass their values and legacy on to future generations. We are a member of The National Association of Personal Financial Advisors (NAPFA), which is an organization exclusively for fee-only financial planners. NAPFA believes, as we do, that objective planning can only be accomplished when an adviser is compensated for providing advice, not selling commission based products.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Kovalcik & Geraghty Wealth Partners has never raised funding before.

Kovalcik & Geraghty Wealth Partners Tech Stack

Discover the technologies and tools that power Kovalcik & Geraghty Wealth Partners's digital infrastructure, from frameworks to analytics platforms.

Amazon S3

CDN

Lodash

JavaScript libraries

Amazon Web Services

PaaS

Dynatrace RUM

RUM

reCAPTCHA

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

Select2

JavaScript libraries

HSTS

Security

Open Graph

Miscellaneous

Kaltura

Livestreaming

Sitecore

CMS

Frequently asked questions

Kovalcik & Geraghty Wealth Partners is located in Upper Arlington, Ohio, US.

You can reach Kovalcik & Geraghty Wealth Partners at +1299107010.

Kovalcik & Geraghty Wealth Partners generates an estimated annual revenue of $15,789,027. This revenue figure reflects the company's market position and business performance in its industry.

Kovalcik & Geraghty Wealth Partners has an estimated valuation of $50,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Kovalcik & Geraghty Wealth Partners was founded in 1998, making it 28 years old. The company has established itself as a significant player in its industry over this time.

Kovalcik & Geraghty Wealth Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Kovalcik & Geraghty Wealth Partners

Matthew Kovalcik

President

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