Levanta Wealth Strategies Revenue

Financial Services • Dallas, Texas, United States • 1-10 Employees

Levanta Wealth Strategies 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

Key Contact at Levanta Wealth Strategies

Paloma Alvarado

Co-Founder

Company overview

Headquarters	Dallas, Texas, United States
Website	levantaws.com
NAICS	52
Keywords	Investments, Holistic Financial Planning, Retirement Planning, Estate Planning, Wealth Transfer Strategies
Founded	2023
Employees	1-10

Levanta Wealth Strategies Email Formats

Levanta Wealth Strategies uses 1 email format. The most common is {first initial} (e.g., j@levantaws.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@levantaws.com	100%

About Levanta Wealth Strategies

"Levanta" is a Spanish verb that translates to "rise" or "lift" in English. It conveys a sense of upward movement, progress, and elevation. In the context of Levanta Wealth Strategies, LLC. the name suggests the company's mission to uplift and elevate their clients' financial well-being, helping them rise to new heights of success and prosperity. We are a financial services practice that specializes in holistic financial planning, taking into account all aspects of an individual's or family's financial life and goals. Rather than focusing solely on isolated financial aspects such as investments or insurance, holistic financial planning considers a wide range of factors including income, expenses, savings, debt management, retirement planning, tax strategies, risk management, estate planning, and even personal values and aspirations. =================== Joel Gomez is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Joel Gomez is also a Registered Representative and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a New York Life Company. 12201 Merit Drive, Suite 1000 Dallas, TX, 75251 972-730-6100

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Levanta Wealth Strategies has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Levanta Wealth Strategies has never raised funding before.

Levanta Wealth Strategies Tech Stack

Discover the technologies and tools that power Levanta Wealth Strategies's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Node.js

Programming languages

Nuxt.js

JavaScript frameworks

Animate.css

UI frameworks

Cloudflare

CDN

Calendly

Appointment scheduling

Amazon S3

CDN

Amazon Web Services

PaaS

Google Tag Manager

Tag managers

Linkedin Ads

Advertising

Mustache

JavaScript frameworks

Azure

PaaS

Frequently asked questions

Levanta Wealth Strategies is located in Dallas, Texas, US.

Levanta Wealth Strategies generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

Levanta Wealth Strategies has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Levanta Wealth Strategies has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Levanta Wealth Strategies

Paloma Alvarado

Co-Founder

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