Ortman Finances Revenue

Financial Services • • 1-10 Employees

Ortman Finances 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 Ortman Finances

Trey Ortman

Founder

Company overview

Headquarters	XX
NAICS	52
Founded	2024
Employees	1-10

About Ortman Finances

Ortman Finances is an independent financial planning firm for individuals and families seeking clear, transparent advice. My approach is rooted in providing personalized, conflict-free advice. I offer a range of financial planning services, including investment management, retirement planning, budgeting, tax planning strategies, debt repayment, and more. As an independent advisor, I work directly for my clients, ensuring their best interests are always the top priority. Whether starting your career, building wealth, or preparing for retirement, I'm here to help you make informed financial decisions and build a secure future.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Ortman Finances has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Ortman Finances has never raised funding before.

Frequently asked questions

Ortman Finances is located in XX.

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

Ortman Finances 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.

Ortman Finances was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Ortman Finances

Trey Ortman

Founder

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