NOVA Capital - Northwestern Mutual Revenue

Financial Services • Norwood, Ohio, United States • 1-10 Employees

NOVA Capital - Northwestern Mutual 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

Key Contacts at NOVA Capital - Northwestern Mutual

Erik Stephens

Ceo & Wealth Management Advisor

Mitch Blankespoor

College Unit Director

Michael Vogt

Director Of Client Onboarding & Operations

Company overview

Headquarters	3805 Edwards Road, Suite 200, Cincinnati, OH 45209, US
Websites	nm.com novacap.nm.com
NAICS	52
Keywords	Tax Planning, Wealth Management, Retirement Planning, Business Planning, Financial Planning, Equity Compensation, Risk & Estate Planning
Founded	2015
Employees	1-10

About NOVA Capital - Northwestern Mutual

At NOVA Capital, our mission is to deliver exceptional outcomes, powered by a relentless commitment to excellence and innovation. We’re not just building a wealth management firm; we are cultivating a community of advisors who share that same pursuit. We bring simplicity and clarity to people with complex lives, helping them organize, protect, and grow their wealth with confidence. Who We Serve: • Tech Professionals navigating equity compensation (RSUs, ISOs, ESPPs) • Corporate Executives looking to optimize their compensation packages • Entrepreneurs preparing for growth, liquidity, or exit • Retirees focused on turning assets into income in a tax-efficient way How We Help: • Equity compensation strategy (RSUs, stock options, founder stock) • Business planning and liquidity event preparation • Retirement planning and distribution strategy • Investment planning and portfolio design • Charitable giving and philanthropic planning • College funding strategies • Risk management and insurance planning • Tax planning and coordination with CPAs • Estate planning and legacy design • Private investments and alternative strategies • Debt management and strategic uses of leverage

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

C-Suite

Employees by Department

NOVA Capital - Northwestern Mutual has 5 employees across 1 departments.

Departments

Number of employees

Funding Data

NOVA Capital - Northwestern Mutual has never raised funding before.

Frequently asked questions

NOVA Capital - Northwestern Mutual is located in Norwood, Ohio, US.

NOVA Capital - Northwestern Mutual generates an estimated annual revenue of $684,440. This revenue figure reflects the company's market position and business performance in its industry.

NOVA Capital - Northwestern Mutual has an estimated valuation of $2,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

NOVA Capital - Northwestern Mutual was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

NOVA Capital - Northwestern Mutual has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.