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Peridot Wealth Partners

Peridot Wealth Partners Revenue

Financial ServicesFlag of USClifton Park, New York, United States1-10 Employees

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Peridot Wealth Partners revenue & valuation

Annual revenue$171,110
Revenue per employee$86,000
Estimated valuation?$547,552
Total fundingNo funding

Key Contact at Peridot Wealth Partners

Flag of US

Arnold Vitarelle

Director Of Operations

Company overview

Headquarters45 Wishing Well Ln, Rexford, New York 12148, US
Phone number+15182808494
Websites
NAICS52
Founded2018
Employees1-10
Socials

Peridot Wealth Partners Email Formats

Peridot Wealth Partners uses 1 email format. The most common is {first initial} (e.g., j@peridotwp.com), used 100% of the time.

FormatExamplePercentage
{first initial}
j@peridotwp.com
100%

About Peridot Wealth Partners

Peridot Wealth Partners, LLC, is a financial services firm providing advice to individuals, families, businesses, and not-for-profits. Our focus is on meeting the unique needs of every client and have many options to help find solutions for each individual situation. In order to find the right solution, we take time to educate our clients on their different options so we can work together to craft the right strategy in an informed way. We love what we do and take pride in helping our clients take control of their financial futures. Please visit our website and contact us with any questions you may have. This communication is strictly intended for individuals residing in the states of CT, DC, DE, FL, GA, IL, MA, ME, MI, NH, NY, PA, RI, TN. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org a Registered Investment Adviser. Review our Terms of Use: www.commonwealth.com/termsofuse.html

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Peridot Wealth Partners has never raised funding before.

Peridot Wealth Partners Tech Stack

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

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SparkPost

Email

DocuSign

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Miscellaneous

Frequently asked questions

Peridot Wealth Partners is located in Clifton Park, New York, US.
You can reach Peridot Wealth Partners at +15182808494.
Peridot Wealth Partners generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.
Peridot Wealth Partners has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Peridot Wealth Partners was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.
Peridot Wealth Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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