ReachStack for Salesforce | Advisor Communication & Growth Intelligence Revenue
Financial Services • 
Delray Beach, Florida, United States • 1-10 Employees
ReachStack for Salesforce | Advisor Communication & Growth Intelligence 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 ReachStack for Salesforce | Advisor Communication & Growth Intelligence
Sean Kenalty
Co-Chief Executive Officer
Company overview
| Headquarters | Delray Beach, Florida, United States |
| Phone number | +18445548722 |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Management, AI, Sales Enablement, Client Intelligence, Email Marketing Automation, Prospecting Platforms, Ria Prospecting, Advisor Revenue Growth |
| Founded | 2019 |
| Employees | 1-10 |
| Socials |
ReachStack for Salesforce | Advisor Communication & Growth Intelligence Email Formats
ReachStack for Salesforce | Advisor Communication & Growth Intelligence uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@reachstack.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@reachstack.com | 100% |
About ReachStack for Salesforce | Advisor Communication & Growth Intelligence
For Wealth Management execs who want to unlock value of Advisors having deep, profitable relationships with Clients, their families and friends, ReachStack provides an efficient, enterprise style Done4U Communication, Education and Sales Intelligence solution for firms with 3 to 1000 advisors. Designed for firms with 3+ Advisors, our enterprise approach makes it easy & efficient leverage Client communication as referral engine across your entire firm. || Plugs right into your CRM for quick launch. || Results include +70% advisors participation, 15X increase in Advisor-Client engagement and +44% increase in Client's likely to refer. Our optional Done4U service makes it easy for your Advisors to increase visibility, satisfaction & referrals by ensuring they are part of each client's daily financial conversations and information feeds. Easily scale Advisor-Client interactions across your firm from 4 to 100x a year, by helping Advisors deliver up to 20 personalized, sharable Client interactions a month in only 5 minutes a day. Increase Advisor prospecting efficiency by profiling each Client's interests and needs, then providing a weekly "hot list" for easy Advisor follow up. We work with some of the leading Financial Services firms in the world and our platform plugs right into Salesforce, Wealthbox, Redtail and other CRM tools.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
ReachStack for Salesforce | Advisor Communication & Growth Intelligence has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
ReachStack for Salesforce | Advisor Communication & Growth Intelligence has never raised funding before.
ReachStack for Salesforce | Advisor Communication & Growth Intelligence Tech Stack
Discover the technologies and tools that power ReachStack for Salesforce | Advisor Communication & Growth Intelligence's digital infrastructure, from frameworks to analytics platforms.
Security
Security
Form builders
Analytics
Caching
Analytics
UI frameworks
WordPress plugins
JavaScript libraries
CDN
Analytics
Belgium
Australia
Frequently asked questions
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40,000 users
