Omni Wealth Management, Northwestern Mutual Revenue

Financial Services • Boston, Massachusetts, United States • 11-20 Employees

Omni Wealth Management, Northwestern Mutual revenue & valuation

Annual revenue	$1,454,435
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$4,700,000
Total funding	No funding

Key Contacts at Omni Wealth Management, Northwestern Mutual

Ashley Toppel

Director Of Insurance And Investment Operations

Hanna Cummings

Director Of Insurance

Company overview

Headquarters	One Beacon St, 25th floor, Boston, MA 02108, US
NAICS	52
Keywords	Retirement Planning, Business Planning, Life Insurance Planning, Fee Based Financial Planning
Founded	2020
Employees	11-20

Omni Wealth Management, Northwestern Mutual Email Formats

Omni Wealth Management, Northwestern Mutual uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@omnihotels.com), used 100% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@omnihotels.com	100%

About Omni Wealth Management, Northwestern Mutual

"Someone's sitting in the shade today because someone planted a tree a long time ago." -Warren Buffett We believe this summarizes the importance of financial planning. We help our clients achieve their most important life and legacy goals. Although these goals are different for everyone, with 20+ years of helping families with their planning, we've found it is important for most families to: * Educate their children and grandchildren * Retire with a lifestyle they will enjoy, without worrying about money * Pass on their financial legacy to their family and/or charity, organization or educational institution they care most about We have also found that the more financially successful a person or family becomes, the less time they have to devote to their financial planning. And many people have worked with advisors that helped with part of their financial picture, but they have lacked a true partner at the center of their financial life. A partner that understands their family's values and aligns all aspects of their financial world with those values. Our goal is to be that partner.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Director

Partner

Employees by Department

Omni Wealth Management, Northwestern Mutual has 13 employees across 3 departments.

Departments

Number of employees

Funding Data

Omni Wealth Management, Northwestern Mutual has never raised funding before.

Frequently asked questions

Omni Wealth Management, Northwestern Mutual is located in Boston, Massachusetts, US.

Omni Wealth Management, Northwestern Mutual generates an estimated annual revenue of $1,454,435. This revenue figure reflects the company's market position and business performance in its industry.

Omni Wealth Management, Northwestern Mutual has an estimated valuation of $4,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Omni Wealth Management, Northwestern Mutual was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

Omni Wealth Management, Northwestern Mutual has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Omni Wealth Management, Northwestern Mutual

Ashley Toppel

Director Of Insurance And Investment Operations

Hanna Cummings

Director Of Insurance

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