Layline Financial

Financial Services • Corte Madera, California, United States • 1-10 Employees

Company overview

Headquarters	Corte Madera, California, United States
Phone number	+14153362816
Website	laylinefin.com
NAICS	52
Keywords	College Planning, Tax Planning, Fire, Real Estate Investment, Comprehensive Financial Planning, Career Changes, Tech Professionals, Financial Professionals, Passive Income, Retirement Abroad, Young Families, Loan Consolidation/Management, Project-Based Financial Planning, Sabbatical Planning
Founded	2023
Employees	1-10

Key Contact at Layline Financial

Claire Baggao

CEO/Founder

Layline Financial Email Formats

Layline Financial uses 1 email format. The most common is {first name} (e.g., john@laylinefin.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@laylinefin.com	100%

About Layline Financial

As Layline’s founder, I wanted to design truly inclusive financial and life planning services that drew from my experience in both institutional asset management and high-net-worth financial planning. We offer comprehensive financial planning and advice on a project or retainer basis. We will advise on, but do not manage, investment assets. This allows me to work with individuals/families who do not meet high minimums or who want to have greater control over how their money is managed. Most of my clients are from technology and financial services industries, are younger families, or retiring expats.

Layline Financial revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Layline Financial has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Layline Financial has never raised funding before.

Frequently asked questions

Layline Financial is located in Corte Madera, California, US.

You can reach Layline Financial at +14153362816.

Layline Financial was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Layline Financial

Claire Baggao

CEO/Founder

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