Lead Advisor Revenue

Financial Services • Boston, New York, United States • 1-10 Employees

Lead Advisor revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contact at Lead Advisor

Michael P. Connaughton

Co-Founder

Company overview

Headquarters	Boston, New York, United States
Website	lead-advisor.com
NAICS	52
Keywords	Financial Services, Wealth Management, Recruiting, Consulting, Hiring, Recruiting, Wealth Management, Growth Strategy
Founded	2020
Employees	1-10
Socials

Lead Advisor Email Formats

Lead Advisor uses 2 email formats. The most common is {2char} (e.g., {2char}@lead-advisor.com), used 71.4% of the time.

Format	Example	Percentage
{2char}	{2char}@lead-advisor.com	71.4%
{first initial}.{last name}	j.doe@lead-advisor.com	28.6%

About Lead Advisor

Lead Advisor is a wealth management collective that specializes in building firms, practices and careers. We partner with ensembles, solo-practitioners and fortune 500 wealth management firms to provide time leverage, insights from the front lines and creative content when it comes to talent acquisition, leadership strategy and professional development. We also partner with professionals that are looking to upgrade their career within or into the finanical advice field. Lead by two Certified Financial Planners, both with over a decade in financial planning management, we know that after client acquisition, talent acquisition is the most critical opportunity for growth in the profession.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Founder/Owner

Manager

Employees by Department

Lead Advisor has 6 employees across 3 departments.

Departments

Number of employees

Funding Data

Lead Advisor has never raised funding before.

Lead Advisor Tech Stack

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

Swiper

JavaScript libraries

Elementor

Page builders

WordPress Popular Posts

Widgets

Microsoft 365

jQuery Migrate

JavaScript libraries

Neve

WordPress themes

Stripe

Payment processors

jQuery

JavaScript libraries

Google Ads

Advertising

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

Frequently asked questions

Lead Advisor is located in Boston, New York, US.

Lead Advisor generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

Lead Advisor has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Lead Advisor was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Lead Advisor

Michael P. Connaughton

Co-Founder

4.8

40,000 users