PlayBook Advizor Revenue

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

PlayBook Advizor revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at PlayBook Advizor

Marianna Beddard

Chief Executive Officer and Investment Advisor

Company overview

Headquarters	2l Madison Park Gardens, Port Washington, New York 11050, US
Website	playbookadvizor.com
NAICS	52
Founded	2021
Employees	1-10

About PlayBook Advizor

The PlayBook Advizor is a Registered Investment Advisor (RIA) collaborating with: Plan Sponsors, Plan Participants, and Personal Clients to Know Their Plans by creating personalized PlayBooks. PlayBook Advizor's step-by-step personalized & actionable PlayBooks aim to guide and assist: 1. PLAN SPONSORS--to meet their fiduciary duties to Participants BY using allocated means IN the Participants' Best Interests. 2. PLAN PARTICIPANTS--to HAVE their Best Interests served by having a Plan created FOR THEM and being educated on Why it is important, What it is, and How to utilize it. 3. PERSONAL CLIENTS--to benefit from their own Plan Sponsors working in their best interests as well as personal understanding of how to maximize those resources in their overall Financial Plan. Do you have a PlayBook? If not, start today. Make more meaningful decisions by Knowing Your Plan. **Standard Disclosures** Advisory services are offered by The PlayBook Advizor an Investment Advisor in the States of CA and NY.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

PlayBook Advizor has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

PlayBook Advizor has never raised funding before.

Frequently asked questions

PlayBook Advizor is located in Port Washington, New York, US.

PlayBook Advizor generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

PlayBook Advizor has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

PlayBook Advizor has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at PlayBook Advizor

Marianna Beddard

Chief Executive Officer and Investment Advisor

4.8

40,000 users