Momentum Advanced Planning Revenue

Financial Services • Philadelphia, Pennsylvania, United States • 1-10 Employees

Momentum Advanced Planning revenue & valuation

Annual revenue	$3,000,000
Revenue per employee	$750,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$9,600,000
Total funding	No funding

Key Contact at Momentum Advanced Planning

Edward Moody

Director of Compliance

Company overview

Headquarters	Philadelphia, Pennsylvania, United States
Phone number	+13122161873
Website	momentumap.com
NAICS	52
SIC	628
Keywords	Investments, Asset Protection, Family Office, Life Insurance, Wealth Transfer, Retirement Income, Advanced Tax Strategies, Charitable Giving Strategies, Succession / Retention
Employees	1-10
Socials

About Momentum Advanced Planning

Where all aspects of planning converge – tax planning, asset protection, family office structure, family governance, risk management, philanthropy and efficient wealth transfer - Momentum steps in. Our goal is simple, to perpetuate values, businesses, and wealth – to create and enhance legacies. Momentum is a team of resources curated by one family which now serves and collaborates with other families and family offices. Success for each family is different and their goals and objectives evolve over time. Momentum was built to accommodate each family on their journey at all stages of their lifecycle. One of our unique offerings at Momentum is our collaborative approach to coordinated planning. At Momentum, we never lose sight that the family’s planning needs come first. Your family has the greatest insights into the legacies that are to be created. Together we create a cohesive environment that encompasses the family and the teams to support them.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Momentum Advanced Planning has never raised funding before.

Frequently asked questions

Momentum Advanced Planning is located in Philadelphia, Pennsylvania, US.

You can reach Momentum Advanced Planning at +13122161873.

Momentum Advanced Planning generates an estimated annual revenue of $3,000,000. This revenue figure reflects the company's market position and business performance in its industry.

Momentum Advanced Planning has an estimated valuation of $9,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Momentum Advanced Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Momentum Advanced Planning

Edward Moody

Director of Compliance

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