Latitude Financial

Financial Services • Vero Beach, Florida, United States • 1-10 Employees

Company overview

Headquarters	Vero Beach, Florida, United States
Phone number	+15614722700
Website	latitudefinancial.net
NAICS	52
SIC	628
Founded	2009
Employees	1-10
Socials

Key Contact at Latitude Financial

John Bivens

Vice President

Latitude Financial Email Formats

Latitude Financial uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@latitudefinancial.net), used 66.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@latitudefinancial.net	66.7%
{first name}{last name}	johndoe@latitudefinancial.net	33.3%

About Latitude Financial

We specialize in empowering accountants to provide comprehensive financial services that go beyond tax preparation. With our expertise and tailored solutions, we help accountants expand their offerings to support clients in areas like tax planning, retirement strategies, investment advice, and estate planning. By partnering with us, accountants can strengthen their client relationships and provide valuable, year-round financial guidance. Together, we work to ensure that clients achieve long-term financial success, making us the trusted partner for accountants and their clients alike.

Latitude Financial revenue & valuation

Annual revenue	$750,000,000
Revenue per employee	$75,000,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,400,000,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Vice President

Employees by Department

Latitude Financial has 7 employees across 3 departments.

Departments

Number of employees

Funding Data

Latitude Financial has never raised funding before.

Latitude Financial Tech Stack

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

Cloudflare

CDN

Lodash

JavaScript libraries

reCAPTCHA

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

GoDaddy

Hosting

Slick

JavaScript libraries

HSTS

Security

Font Awesome

Font scripts

Open Graph

Miscellaneous

Skrollr

JavaScript libraries

Bootstrap

UI frameworks

Frequently asked questions

Latitude Financial is located in Vero Beach, Florida, US.

You can reach Latitude Financial at +15614722700.

Latitude Financial was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.

Latitude Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Latitude Financial

John Bivens

Vice President

4.8

40,000 users