Peak Financial Management
Investment Management • 
Wellesley, Massachusetts, United States • 1-10 Employees
Company overview
| Headquarters | 20 William Street, Suite 135, Wellesley, Massachusetts 02481, US |
| Phone number | +17814879500 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Wealth Management, Financial Planner, Investment Management |
| Founded | 1991 |
| Employees | 1-10 |
| Socials |
Key Contact at Peak Financial Management
Pran Tiku
President & Founder
Peak Financial Management Email Formats
Peak Financial Management uses 2 email formats. The most common is {first initial} (e.g., j@peak-financial.com), used 71.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@peak-financial.com | 71.4% |
{first name}{last name} | johndoe@peak-financial.com | 28.6% |
About Peak Financial Management
WE SEE THE DIFFERENCE You’re one-of-a-kind. So are your family, your career, and your hopes for the future. At Peak Financial, we’re excited to learn about what separates you from the crowd and create a wealth management plan that’s just as unique. BRING US YOUR CHALLENGES: WE'RE READY. As a fee-only registered investment advisor for more than two decades, it has been our privilege to work with hundreds of individuals and families across New England and beyond. While we have grown considerably over time, our goal has never been to become big. We value the close personal relationships we are able to develop with our clients; we think of them as our extended family. It is gratifying when clients call us for advice, referrals or just someone to talk to during an uncertain time. We understand how confusing and time-consuming it can be to manage financial decisions. We work hard to relieve our clients of that burden, freeing their time and energy for career, family and personal interests. We make wealth management our full-time job so you don’t have to. – The Peak Financial Management Team Please find important disclosures here: https://www.peak-financial.com/contact-us/important-disclosures/.
Peak Financial Management revenue & valuation
| Annual revenue | $26,200,000 |
| Revenue per employee | $2,908,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $83,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Peak Financial Management has 6 employees across 4 departments.
Departments
Number of employees
Funding Data
Peak Financial Management has never raised funding before.
Peak Financial Management Tech Stack
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Frequently asked questions
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