NorthAvenue Financial Advocates
Financial Services • 
Columbus, Ohio, United States • 1-10 Employees
Company overview
| Headquarters | 4400 N High St, Suite 201, Columbus, Ohio 43214, US |
| Phone number | +16147981523 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Wealth Management, Estate Planning, Retirement, Tax Preparation, Investment Management |
| Founded | 2019 |
| Employees | 1-10 |
| Socials |
Key Contact at NorthAvenue Financial Advocates
Tracy Friedel
Director Of Administration
NorthAvenue Financial Advocates Email Formats
NorthAvenue Financial Advocates uses 2 email formats. The most common is {first name} (e.g., john@northavenuefa.com), used 57.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@northavenuefa.com | 57.1% |
{first initial} | j@northavenuefa.com | 42.9% |
About NorthAvenue Financial Advocates
NorthAvenue is a women-led, women-owned wealth management company, based in Columbus, Ohio. Our team is highly trained to look at your financial situation from all angles, providing comprehensive, tax-based strategies for building and managing wealth. We want you to be confident in your choices to spend money today knowing you’ll also be prepared for the future. We’re here to help you plan for and navigate various life stages and complex financial situations, including planning for or transitioning into retirement, estate management, investment strategy and proactive tax planning and preparation. In addition to becoming advocates for our clients, we also believe in transforming the way we view women in wealth management. Our team is committed to empowering our clients through knowledge and education, providing career advancement opportunities for our employees, and generously supporting our community.
NorthAvenue Financial Advocates revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
NorthAvenue Financial Advocates has 2 employees across 2 departments.
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Number of employees
Funding Data
NorthAvenue Financial Advocates has never raised funding before.
NorthAvenue Financial Advocates Tech Stack
Discover the technologies and tools that power NorthAvenue Financial Advocates's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Miscellaneous
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Israel
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Frequently asked questions
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