Next Level Private Revenue

Financial Services • Harrison, New York, United States • 11-20 Employees

Next Level Private revenue & valuation

Annual revenue	$1,197,770
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,900,000
Total funding	No funding

Key Contacts at Next Level Private

Barry Mitchell

Founder & Managing Director

Maggie Bonner Smith

Director Of Client Experience

Jennifer Piche

Managing Director Of Client Engagement

Company overview

Headquarters	500 Mamaroneck Ave, Suite 501, Harrison, NY 10528, US
Phone number	+19144315267
Website	nxtprivate.com
NAICS	52
Keywords	Investment Management, Charitable Planning, Estate Planning, Retirement Planning, Financial Planning, Wealth Management
Founded	2021
Employees	11-20
Socials

Next Level Private Email Formats

Next Level Private uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@nxtprivate.com), used 75% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@nxtprivate.com	75%
{first name}{last name}	johndoe@nxtprivate.com	25%

About Next Level Private

Next Level Private serves successful individuals like you who want to achieve financial independence and build fulfilling lives for yourself and your family. As an independent fiduciary, we act solely in your best interests. Our goal is to put you in a better financial position every day. We do it by providing goals-based planning, hands-on guidance, and access to personalized strategies for building success.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

Next Level Private has 8 employees across 4 departments.

Departments

Number of employees

Funding Data

Next Level Private has never raised funding before.

Next Level Private Tech Stack

Discover the technologies and tools that power Next Level Private's digital infrastructure, from frameworks to analytics platforms.

Twitter Emoji

Font scripts

Gravity Forms

Form builders

Google Tag Manager

Tag managers

jQuery

JavaScript libraries

PHP

Programming languages

Open Graph

Miscellaneous

Flywheel

Hosting

WordPress

Blogs

core-js

JavaScript libraries

PWA

Miscellaneous

jQuery Migrate

JavaScript libraries

Google Analytics

Analytics

Frequently asked questions

Next Level Private is located in Harrison, New York, US.

You can reach Next Level Private at +19144315267.

Next Level Private generates an estimated annual revenue of $1,197,770. This revenue figure reflects the company's market position and business performance in its industry.

Next Level Private has an estimated valuation of $3,900,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Next Level Private was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

Next Level Private has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Next Level Private

Barry Mitchell

Founder & Managing Director

Maggie Bonner Smith

Director Of Client Experience

Jennifer Piche

Managing Director Of Client Engagement

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