Navis Wealth Management Revenue

Investment Management • Rye Brook, New York, United States • 11-20 Employees

Navis Wealth Management revenue & valuation

Annual revenue	$1,368,880
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$4,400,000
Total funding	No funding

Key Contacts at Navis Wealth Management

Jason Auerbach

Managing Director

Paul Fegan

Managing Partner And Co-Founder

Company overview

Headquarters	Rye Brook, New York, United States
Phone number	+19148488300
Website	naviswealth.com
NAICS	5231
SIC	874
Keywords	Insurance Solutions, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Business Consulting, Estate Planning, Family Office Services, Strategic Tax Planning, Cross-Border Financial Planning, Multi-Generational Wealth Transfer
Founded	2018
Employees	11-20
Socials

Navis Wealth Management Email Formats

Navis Wealth Management uses 2 email formats. The most common is {first name} (e.g., john@naviswealth.com), used 78.6% of the time.

Format	Example	Percentage
{first name}	john@naviswealth.com	78.6%
{first initial}	j@naviswealth.com	21.4%

About Navis Wealth Management

Navis Wealth Management is an independent boutique wealth advisory practice that provides comprehensive and holistic wealth management solutions to help clients grow, preserve, and transfer wealth with confidence. The firm creates highly customized wealth management strategies and financial plans that are designed to connect all aspects of their clients’ financial lives to help them identify, prioritize, and pursue what matters most to them at every stage of their lives. Those on the Navis team take great pride in the close, personal relationships they forge with each of their clients. It is because of the strength of their relationships that they are able to provide deep insight and practical guidance to their clients — helping them navigate all of life’s pivotal moments even as their goals and priorities change.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Navis Wealth Management has 13 employees across 6 departments.

Departments

Number of employees

Funding Data

Navis Wealth Management has never raised funding before.

Navis Wealth Management Tech Stack

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

Cloudflare

CDN

Modernizr

JavaScript libraries

Amazon S3

CDN

Amazon Web Services

PaaS

Awesomplete

Search engines

Cloudflare Bot Management

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

FMG Suite

Marketing automation

HSTS

Security

FancyBox

JavaScript libraries

Open Graph

Miscellaneous

Frequently asked questions

Navis Wealth Management is located in Rye Brook, New York, US.

You can reach Navis Wealth Management at +19148488300.

Navis Wealth Management generates an estimated annual revenue of $1,368,880. This revenue figure reflects the company's market position and business performance in its industry.

Navis Wealth Management has an estimated valuation of $4,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Navis Wealth Management was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

Navis Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Navis Wealth Management

Jason Auerbach

Managing Director

Paul Fegan

Managing Partner And Co-Founder

4.8

40,000 users