PensionQuote Revenue
Financial Services • 
Coral Gables, Florida, United States • 1-10 Employees
PensionQuote revenue & valuation
| Annual revenue | $19,700,000 |
| Revenue per employee | $3,271,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $62,900,000 |
| Total funding | No funding |
Key Contacts at PensionQuote
Eugene C. Gordon
Ceo
Sam Collard
Managing Director Sales Marketing
Company overview
| Headquarters | 95 Merrick Way Suite 400, Coral Gables, FL 33134, US |
| Phone number | +18007174723 |
| Website | |
| NAICS | 52 |
| SIC | 637 |
| Keywords | Tax Planning, Wealth Management, Retirement Planning, Cash Balance Pension Plans, Defined Benefit Pension Plans, Wealth Retention, Profit Sharing Plan, Actuarial And Administrative Support, Defined Contribution Pension Plans, Split Funded Cash Balance Plans, Tax-Advantaged Pension Plans, Business Owner Transition Plans |
| Founded | 1990 |
| Employees | 1-10 |
| Socials |
PensionQuote Email Formats
PensionQuote uses 1 email format. The most common is {first initial} (e.g., j@pensionquote.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@pensionquote.com | 100% |
About PensionQuote
Our veteran team of Pension specialists, attorneys, and actuaries are specialists in Defined Benefit Cash Balance Plans, Split-Dollar Funded Plans, and more to help boost your retirement planning with greater flexibility and income tax deductions. All our plans receive a “Letter of Determination” from an IRS filing. PensionQuote® has proprietary, tax-advantaged solutions for high income business owners looking for significant tax savings to prepare for retirement. The tax advantages of qualified plans have generated renewed interest in customized retirement planning and our innovative techniques and designs lead the industry. That is why brokers, and financial advisors/consultants from many of the nation’s most prestigious insurance companies, brokerage firms, and Registered Investment Advisors (RIA) partner with us on these plans. LinkedIn Financial Disclaimer Posts, links, and reposts are not endorsements or recommendations. PensionQuote, Inc. and its representatives do not provide tax, investment, insurance, accounting, or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code of otherwise). Any statements contained herein were not written nor intended to be used for purposes of avoiding U.S. federal, state and local tax penalties. Clients must consult their own independent advisor as to any tax, accounting, or legal statements made herein.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
PensionQuote has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
PensionQuote has never raised funding before.
PensionQuote Tech Stack
Discover the technologies and tools that power PensionQuote's digital infrastructure, from frameworks to analytics platforms.
Video players
Video players
JavaScript libraries
CDN
Form builders
JavaScript libraries
Miscellaneous
Programming languages
Blogs
Page builders
Analytics
Video players
United Kingdom
Kuwait
Frequently asked questions
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40,000 users
