Pivotal Wealth and Tax Revenue

Financial Services • Rochester, Minnesota, United States • 1-10 Employees

Pivotal Wealth and Tax revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contact at Pivotal Wealth and Tax

Aikan Major

Ceo And Financial Advisor

Company overview

Headquarters	3249 19th St NW, Rochester, Minnesota 55901, US
Phone number	+15074583897
Website	pivotalwealthandtax.com
NAICS	52
Keywords	Risk Management, Group Benefits, Retirement Planning, Wealth Management Services, Book Keeping, Tax Filing, Corporate Accounting Services, Fiduciary Financial Advice
Founded	2021
Employees	1-10
Socials

Pivotal Wealth and Tax Email Formats

Pivotal Wealth and Tax uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@pivotalwealthandtax.com), used 50% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@pivotalwealthandtax.com	50%
{first name}{last name}	johndoe@pivotalwealthandtax.com	50%

About Pivotal Wealth and Tax

Pivotal Wealth and Tax is a wealth advisory firm focused on providing comprehensive, integrated wealth management and accounting services to individuals, families and businesses who seek a fiduciary experience tailored to meet all of their financial and tax needs.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Manager

C-Suite

Entry

Employees by Department

Pivotal Wealth and Tax has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Pivotal Wealth and Tax has never raised funding before.

Pivotal Wealth and Tax Tech Stack

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

reCAPTCHA

Security

Underscore.js

JavaScript libraries

WP Rocket

Caching

Animate.css

UI frameworks

Microsoft 365

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

LiteSpeed

Web servers

Redux Framework

WordPress plugins

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Frequently asked questions

Pivotal Wealth and Tax is located in Rochester, Minnesota, US.

You can reach Pivotal Wealth and Tax at +15074583897.

Pivotal Wealth and Tax generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

Pivotal Wealth and Tax has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Pivotal Wealth and Tax was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Pivotal Wealth and Tax

Aikan Major

Ceo And Financial Advisor

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