Onward Fi Revenue

Financial Services • Plainfield, Indiana, United States • 1-10 Employees

Onward Fi revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Onward Fi

Jared Defore

Founder & Financial Planner

Company overview

Headquarters	Plainfield, Indiana, United States
NAICS	52
Founded	2023
Employees	1-10

About Onward Fi

At Onward Fi, we specialize in helping busy professionals earning $150K+ or with $150K+ in investable assets take control of their financial future. We understand that you have a demanding career and personal life, so we make it easy to delegate your investments to a trusted, credentialed advisor—all at an affordable price. Our approach is simple yet effective: ✔ Diversified, Low-Cost Investing – We use broadly diversified index funds with low expense ratios to maximize long-term growth. ✔ Comprehensive Financial Planning – From retirement and tax planning to budgeting and wealth protection, we help you build a plan tailored to your goals. ✔ No Hidden Fees or Sales Pitches – As a fiduciary, our advice is always in your best interest, with transparent pricing and no commissions. Whether you're looking to grow your wealth, prepare for retirement, or simplify your finances, we provide the guidance and expertise you need—without the high costs of traditional wealth management.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Onward Fi has never raised funding before.

Frequently asked questions

Onward Fi is located in Plainfield, Indiana, US.

Onward Fi generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Onward Fi has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Onward Fi was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Onward Fi

Jared Defore

Founder & Financial Planner

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