Newton One Advisors
Insurance • 
Newark, Delaware, United States • 1-10 Employees
Company overview
| Headquarters | 131 Continental Drive, Newark, Delaware 19713, US |
| Phone number | +16001993 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Asset Protection, Charitable Planning, Wealth Transfer, Estate Planning, Executive Benefit Planning, Business Exit Planning For Entrepreneurs, Business Succession And Continuity Planning, Individual Life And Disability Insurance Planning |
| Founded | 1999 |
| Employees | 1-10 |
| Socials |
Key Contacts at Newton One Advisors
Amy Mister
Director Of New Business & Underwriting
Gayla Reynolds
Director Of Advanced Case Design
Newton One Advisors Email Formats
Newton One Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@newtonone.com), used 80% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@newtonone.com | 80% |
{first name}{last name} | johndoe@newtonone.com | 20% |
About Newton One Advisors
Newton One, LLC is a Life Insurance Advisory firm for affluent clients and their advisors in the areas of risk management, wealth transfer and business succession planning. Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Newton One is independently owned and operated. CA Insurance License #6001993 Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success. We were founded on the premise that advocacy and independence are paramount to developing, implementing, and servicing the long-term financial needs of our clients in a rapidly changing and complex world.
Newton One Advisors revenue & valuation
| Annual revenue | $8,136,502 |
| Revenue per employee | $905,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Insurance industry and current estimated revenues | $26,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Newton One Advisors has 7 employees across 4 departments.
Departments
Number of employees
Funding Data
Newton One Advisors has never raised funding before.
Newton One Advisors Tech Stack
Discover the technologies and tools that power Newton One Advisors's digital infrastructure, from frameworks to analytics platforms.
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CDN
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Frequently asked questions
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