One Wealth Advisors Revenue
Financial Services • 
San Francisco, California, United States • 11-20 Employees
One Wealth Advisors revenue & valuation
| Annual revenue | $1,112,215 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,600,000 |
| Total funding | No funding |
Key Contacts at One Wealth Advisors
Jonathan Steele
Founder And Cio
Frank Mannino
Managing Partner + Director Of Financial Planning & Investments
Megan Grant
Managing Partner + Director Of Client Service
Company overview
| Headquarters | 766 Valencia Street, Second Floor, San Francisco, CA 94110, US |
| Phone number | +14157291770 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Financial Planning, Business Consulting, Financial Life Coaching |
| Founded | 2015 |
| Employees | 11-20 |
| Socials |
One Wealth Advisors Email Formats
One Wealth Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@onewealth.net), used 90% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@onewealth.net | 90% |
{first name}{last name} | johndoe@onewealth.net | 10% |
About One Wealth Advisors
We pride ourselves on the deep relationships we build with our clients. We are dedicated to helping them identify and achieve their goals by providing simple, tailored financial solutions that consider all aspects of their lives at any given moment. As a testament, many of our clients have been with us for multiple generations. Our clients do not want to get bogged down in the technical details of financial planning – they want a trusted team to take care of it for them. The advice and expertise we provide allows our clients to focus on living the lives they deserve. Improving their lives in this small yet meaningful way makes us feel as though we have made a difference in the world. We recognize the impact we can have on the lives of our clients and we do not take this responsibility lightly. We worked our way through Wall Street and built One Wealth Advisors because we realized there was a better way. We serve the specific needs of our clients – not our own needs, and most certainly not those of a massive financial institution.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
One Wealth Advisors has 6 employees across 5 departments.
Departments
Number of employees
Funding Data
One Wealth Advisors has never raised funding before.
One Wealth Advisors Tech Stack
Discover the technologies and tools that power One Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Programming languages
United Kingdom
Germany
South Africa
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