Portside Wealth Group Revenue

Financial Services • Provo, Utah, United States • 21-50 Employees

Portside Wealth Group revenue & valuation

Annual revenue	$2,823,315
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$9,100,000
Total funding	No funding

Key Contacts at Portside Wealth Group

Will Snider

Co-Founder, Coo

Staci Compagno

Chief Compliance Officer, Co Founder

Company overview

Headquarters	3507 N University Ave, Suite 150, Provo, Utah 84604, US
Phone number	+13854121222
Website	portsidewealth.com
NAICS	52
Keywords	Investments, RIA, IRA, Asset Management, Financial Services, Retirement Planning, Financial Planning, Retirement, Estate Planning, Investment Advice, Independent, Investment Advisor, Fiduciary, Independance, IAR, Independent Advisor, Orion Ocio, Townsquare Capital
Founded	2023
Employees	21-50
Socials

Portside Wealth Group Email Formats

Portside Wealth Group uses 2 email formats. The most common is {first initial} (e.g., j@portsidewealth.com), used 71.4% of the time.

Format	Example	Percentage
{first initial}	j@portsidewealth.com	71.4%
{first name}	john@portsidewealth.com	28.6%

About Portside Wealth Group

With an open architecture technology approach, experienced compliance support, and key institutional partnerships, Portside Wealth is here to make your life simpler, as you strive to meet financial goals. Portside Wealth provides financial advisors and their clients with high quality investment management and OCIO services tailored to the clients’ circumstances, and efficient operations and technology for a smooth experience. Investment Advisor with and offering advisory services through Portside Wealth Group, LLC, a SEC registered Advisor. The information and attachments in this email are confidential and intended only for the use of the intended recipient. Review, distribution, storage, transmittal, or other use of the email and any attachment by an unintended recipient is expressly prohibited. If you are not the named addressee (or its agent) or this email has been addressed to you in error, please immediately notify the sender by reply email and permanently delete the email and its attachments.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Senior

C-Suite

Employees by Department

Portside Wealth Group has 18 employees across 4 departments.

Departments

Number of employees

Funding Data

Portside Wealth Group has never raised funding before.

Portside Wealth Group Tech Stack

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

Modernizr

JavaScript libraries

reCAPTCHA

Security

Plyr

Video players

Stimulus

JavaScript frameworks

HSTS

Security

Google Analytics

Analytics

Adobe Fonts

Font scripts

Squarespace Commerce

Ecommerce

Google Tag Manager

Tag managers

Lightbox

JavaScript libraries

core-js

JavaScript libraries

Squarespace

CMS

Frequently asked questions

Portside Wealth Group is located in Provo, Utah, US.

You can reach Portside Wealth Group at +13854121222.

Portside Wealth Group generates an estimated annual revenue of $2,823,315. This revenue figure reflects the company's market position and business performance in its industry.

Portside Wealth Group has an estimated valuation of $9,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Portside Wealth Group was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

Portside Wealth Group has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Portside Wealth Group

Will Snider

Co-Founder, Coo

Staci Compagno

Chief Compliance Officer, Co Founder

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