ODI Financial Revenue

Financial Services • Lynbrook, New York, United States • 1-10 Employees

ODI Financial revenue & valuation

Annual revenue	$855,550
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,800,000
Total funding	No funding

Key Contacts at ODI Financial

Mark Dorfman

Chief Executive Officer

Marc Palmquist

Director

Company overview

Headquarters	700 Merrick Road, Lynbrook, NY 11563, US
Phone number	+15168877788
Website	odifinancial.com
NAICS	52
SIC	628
Keywords	Asset Management, Retirement Planning, Estate Planning, Corporate Benefits
Founded	1988
Employees	1-10
Socials

ODI Financial Email Formats

ODI Financial uses 1 email format. The most common is {first initial} (e.g., j@odifinancial.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@odifinancial.com	100%

About ODI Financial

ODI Financial has been providing accountants, lawyers, business owners and individuals with innovative solutions that can help build secure financial futures for their clients, their businesses and their families. As the world of complex planning has changed throughout the years, ODI Financial has remained on the cutting edge. Drawing on sophisticated tax, estate and business succession consulting, financial planning, portfolio management and traditional and newly-emerging insurance products, ODI Financial builds tailored solutions to meet each client’s individual situation. ODI Financial professionals share a dedication to providing superior service that’s second-to-none and a commitment to delivering innovative financial solutions. Our experience and expertise in financial planning service is unparalleled. Our professionals are among the best in their respective fields.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

ODI Financial has 4 employees across 4 departments.

Departments

Number of employees

Funding Data

ODI Financial has never raised funding before.

ODI Financial Tech Stack

Discover the technologies and tools that power ODI Financial's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

reCAPTCHA

Security

AddThis

Widgets

Microsoft 365

jQuery

JavaScript libraries

HSTS

Security

Google Analytics

Analytics

YouTube

Video players

Adobe Fonts

Font scripts

Google Hosted Libraries

CDN

Squarespace Commerce

Ecommerce

Google Tag Manager

Tag managers

Frequently asked questions

ODI Financial is located in Lynbrook, New York, US.

You can reach ODI Financial at +15168877788.

ODI Financial generates an estimated annual revenue of $855,550. This revenue figure reflects the company's market position and business performance in its industry.

ODI Financial has an estimated valuation of $2,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

ODI Financial was founded in 1988, making it 38 years old. The company has established itself as a significant player in its industry over this time.

ODI Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at ODI Financial

Mark Dorfman

Chief Executive Officer

Marc Palmquist

Director

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