Prosperity Capital Advisors Revenue
Financial Services • 
Westlake, Ohio, United States • 11-20 Employees
Prosperity Capital Advisors revenue & valuation
| Annual revenue | $16,800,000 |
| Revenue per employee | $986,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $53,700,000 |
| Total funding | No funding |
Key Contacts at Prosperity Capital Advisors
Jason L Smith
Founder | Ceo
Wayne Barker
Director Of Investment Operations
Company overview
| Headquarters | 30400 Detroit Road, Suite 201, Westlake, OH 44145, US |
| Phone number | +18882400064 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Comprehensive Financial Planning Software, Advanced Advisor Technology, Innovative Client Acquisition Tools, Investment Advisory Solutions, Proprietary Planning Processes, Proprietary Portfolio Management, Top Coaching And Mentoring |
| Founded | 2011 |
| Employees | 11-20 |
| Socials |
Prosperity Capital Advisors Email Formats
Prosperity Capital Advisors uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
About Prosperity Capital Advisors
At Prosperity Capital Advisors (PCA), we provide more than just investments. We provide solutions to simplify and solve the complex challenges and opportunities you face as an investor every day. As an organization, we’re committed to looking at the big financial picture and providing congruent and holistic services to you. Financial products and portfolios should be used solely as instruments to help you obtain your overall financial goals and objectives. With the countless financial vehicles that are available today, a cohesive wealth management plan can work to identify gaps and inefficiencies to provide accurate product and portfolio recommendations. As such, financial planning is the foundational service that PCA provides. We offer you the one-on-one support you need from a fiduciary advisor – and a team of highly specialized professionals focused on your unique situation will help support the development of your plan behind the scenes, including CERTIFIED FINANCIAL PLANNERTM professionals, tax professionals, insurance agents and more.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Prosperity Capital Advisors has 12 employees across 5 departments.
Departments
Number of employees
Funding Data
Prosperity Capital Advisors has never raised funding before.
Prosperity Capital Advisors Tech Stack
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