LightPoint Portfolio Solutions
Financial Services • 
Roanoke, Virginia, United States • 1-10 Employees
Company overview
| Headquarters | 324 Washington Ave SW, Roanoke, Virginia 24016, US |
| Phone number | +18889713687 |
| Websites | |
| NAICS | 52 |
| Founded | 2017 |
| Employees | 1-10 |
Key Contacts at LightPoint Portfolio Solutions
Cassandra Laymon
Director Of Institutional Sales
Jake Preston
Director Of Advisory Services
LightPoint Portfolio Solutions Email Formats
LightPoint Portfolio Solutions uses 1 email format. The most common is {first name} (e.g., john@beaconwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@beaconwealth.com | 100% |
About LightPoint Portfolio Solutions
LightPoint Portfolio Solutions, managed by Beacon Wealth Consultants, features turnkey Biblically Responsible Investment portfolios for advisors who want to help their clients align their faith with their investments. We also offer the LightPoint Kingdom(k) and Kingdom(b), turnkey 401(k) and 403(b) plans for Christian business owners and ministries looking to integrate their faith values with their retirement plan. Services include 3(38) fiduciary investment management, plan design, participant education, and faith-based investment options.
LightPoint Portfolio Solutions 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 |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
LightPoint Portfolio Solutions has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
LightPoint Portfolio Solutions has never raised funding before.
Italy
Ireland
United Kingdom
Australia
Canada
Frequently asked questions
4.8
40,000 users
