Pandora Wealth Revenue

Investment Management • Oakbrook Terrace, Illinois, United States • 1-10 Employees

Pandora Wealth revenue & valuation

Annual revenue	$769,995
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$2,500,000
Total funding	No funding

Key Contacts at Pandora Wealth

Stephen Greco

Chief Executive Officer

Geneva Malagutti

Director Of Operations

Company overview

Headquarters	1 Mid-America Plaza, Floor 3, Oakbrook Terrace, Illinois 60181, US
Website	pandorawealth.com
NAICS	5231
Keywords	Tax Planning, College Planning, Retirement Planning, Estate Planning, Investment Management, Insurance Evaluation
Founded	2024
Employees	1-10

Pandora Wealth Email Formats

Pandora Wealth uses 1 email format. The most common is {last name} (e.g., doe@spotlightassetgroup.com), used 100% of the time.

Format	Example	Percentage
{last name}	doe@spotlightassetgroup.com	100%

About Pandora Wealth

Formerly known as Spotlight Asset Group at Pandora Wealth, Inc., an SEC-registered investment adviser, we specialize in delivering comprehensive financial planning and investment management services. Our offerings include retirement, tax, and estate planning services. The inception of Pandora Wealth stemmed from identifying a crucial gap in the financial services sector: the imperative for clients to have complete transparency regarding their financial circumstances. Our team is committed to upholding three core principles: transparency, technology, and holistic wealth management. We achieve this by implementing an easily comprehensible flat fee structure and leveraging cutting-edge technology to provide clients with uninterrupted access to current financial plans and a unified view of all their accounts, regardless of management by Pandora. Furthermore, we tailor bespoke investment solutions for each client, eschewing a one-size-fits-all approach in favor of personalized portfolios. *Registration does not mean that the SEC, or any other agency, has sponsored, recommended, or approved an investment adviser. Being a registered investment adviser does not indicate that an investment adviser has attained a particular level of professional competence, education, or special training.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

Pandora Wealth has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Pandora Wealth has never raised funding before.

Pandora Wealth Tech Stack

Discover the technologies and tools that power Pandora Wealth's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Lodash

JavaScript libraries

reCAPTCHA

Security

Squarespace Commerce

Ecommerce

GoDaddy

Hosting

Stimulus

JavaScript frameworks

HSTS

Security

Open Graph

Miscellaneous

core-js

JavaScript libraries

Cart Functionality

Ecommerce

YUI

JavaScript libraries

Squarespace

CMS

Frequently asked questions

Pandora Wealth is located in Oakbrook Terrace, Illinois, US.

Pandora Wealth generates an estimated annual revenue of $769,995. This revenue figure reflects the company's market position and business performance in its industry.

Pandora Wealth has an estimated valuation of $2,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

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

Key Contacts at Pandora Wealth

Stephen Greco

Chief Executive Officer

Geneva Malagutti

Director Of Operations

4.8

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