Periscope Wealth Partners Revenue

Financial Services • Manhattan, New York, United States • 1-10 Employees

Periscope Wealth Partners revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Key Contact at Periscope Wealth Partners

Carolina Leppert

Director of Operations

Company overview

Headquarters	1290 Avenue Americas, New York, NY 10104, US
Phone number	+12124089081
Website	periscopewp.com
NAICS	52
Founded	2017
Employees	1-10

Periscope Wealth Partners Email Formats

Periscope Wealth Partners uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@periscopewp.com), used 50% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@periscopewp.com	50%
{first initial}	j@periscopewp.com	25%
{last name}{last name}	doedoe@periscopewp.com	25%

About Periscope Wealth Partners

Boutique Financial Services Firm - Tailored investment & risk management strategies for individuals, small businesses, endowments. With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer (Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Periscope Wealth Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE- 7024239.1(9/24)(Exp.9/26)

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Periscope Wealth Partners has never raised funding before.

Periscope Wealth Partners Tech Stack

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

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

Google Maps

Maps

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Datadog

Analytics

Google Analytics

Analytics

Frequently asked questions

Periscope Wealth Partners is located in Manhattan, New York, US.

You can reach Periscope Wealth Partners at +12124089081.

Periscope Wealth Partners generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.

Periscope Wealth Partners has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Periscope Wealth Partners was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Periscope Wealth Partners

Carolina Leppert

Director of Operations

4.8

40,000 users