Natoma Wealth Revenue

Financial Services • Folsom, California, United States • 1-10 Employees

Natoma Wealth revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Key Contact at Natoma Wealth

Alec Fisher

Managing Director, Private Wealth Advisor

Company overview

Headquarters	157 Parkshore Dr, Folsom, California 95630, US
Phone number	+19162870128
Website	natomawealth.com
NAICS	52
Keywords	Tax Planning, Pensions, Business Succession Planning, Wealth Management, Portfolio Construction, Financial Consulting, Holistic Financial Planning, Investment Management, Philanthropy, Foundations, Endowments, 401Ks, Advanced Estate Planning, Corporate Retirement Plans, Fiduciary Oversight, Legacy Wealth Planning, Multi-Generational, Fianncial Wellness
Founded	2014
Employees	1-10
Socials

Natoma Wealth Email Formats

Natoma Wealth uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@natomawealth.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@natomawealth.com	66.7%
{first name}{last name}	johndoe@natomawealth.com	33.3%

About Natoma Wealth

Like engineers building bridges, Natoma Wealth helps you span investment and financial obstacles to get you from where you are today to where you want to be in the future. We are committed to providing an investment structure that will withstand the test of time and furnish our clients with a safe passage to their financial destination. With planning as our foundation, we help guide our clients through the four major objectives of any financial journey: Build Wealth, Invest Wisely, Optimize Lifestyle, and Avoid Catastrophe. We are committed to helping you navigate through the different life stages and events that you may experience throughout your financial journey.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Natoma Wealth has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Natoma Wealth has never raised funding before.

Natoma Wealth Tech Stack

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

Onsen UI

Mobile frameworks

jQuery CDN

CDN

reCAPTCHA

Security

Contentful

CMS

Cloudflare

CDN

jQuery

JavaScript libraries

Google Analytics

Analytics

Bootstrap

UI frameworks

styled-components

Development

Amazon S3

CDN

Amazon Web Services

PaaS

Google Tag Manager

Tag managers

Frequently asked questions

Natoma Wealth is located in Folsom, California, US.

You can reach Natoma Wealth at +19162870128.

Natoma Wealth generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.

Natoma Wealth has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Natoma Wealth was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Natoma Wealth

Alec Fisher

Managing Director, Private Wealth Advisor

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