OneAscent Financial Revenue

Financial Services • Hoover, Alabama, United States • 11-20 Employees

OneAscent Financial 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 OneAscent Financial

Harry Pearson

Ceo

Justin Thompson

Director Of New Partnership Facilitation

Wade Johnson

Transition & Operations, Director

Company overview

Headquarters	23 Inverness Center Parkway, Birmingham, Alabama 35242, US
Phone number	+12058471343
Website	oneascent.com
NAICS	52
Keywords	Financial Advisors, Financial Platform, Values-Based Investing
Founded	2017
Employees	11-20
Socials

OneAscent Financial Email Formats

OneAscent Financial uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@oneascent.com), used 38.5% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@oneascent.com	38.5%
{first initial}.{last name}	j.doe@oneascent.com	30.8%
{first name}{last name}	johndoe@oneascent.com	30.8%

About OneAscent Financial

OneAscent Financial Services provides a platform for independent financial advisors who desire to be a part of something bigger than themselves. Our Values Aligned, Kingdom Driven solutions give advisors the freedom to pursue their calling and focus on their unique gifting – guiding and caring for the clients entrusted to them. Download the FREE guide for financial advisors, 5 Step Guide to Gain Independence for Greater Impact: https://financial.oneascent.com/#Download-Free-Guide Visit our website: https://financial.oneascent.com/ Follow us on Facebook: https://www.facebook.com/OneAscentFinancial Subscribe to our YouTube channel: https://www.youtube.com/channel/UCj1L04Phd8a3wq90j0NW1IA/ Investment advisory services offered through OneAscent Financial Services, LLC (“OAFS”), an investment adviser registered with the United States Securities and Exchange Commission. OAFS may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, publication of this website on the internet should not be construed by any consumer and/or prospective client as OAFS’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by OAFS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

OneAscent Financial has 5 employees across 5 departments.

Departments

Number of employees

Funding Data

OneAscent Financial has never raised funding before.

Frequently asked questions

OneAscent Financial is located in Hoover, Alabama, US.

You can reach OneAscent Financial at +12058471343.

OneAscent Financial generates an estimated annual revenue of $1,112,215. This revenue figure reflects the company's market position and business performance in its industry.

OneAscent Financial has an estimated valuation of $3,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

OneAscent Financial was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

OneAscent Financial has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.