Root Financial
Financial Services • 
1106 2nd Street, Suite 102, United States • 51-100 Employees
Company overview
| Headquarters | 1106 2nd Street, Suite 102, Encinitas, CA 92024, US |
| Phone number | +17604520720 |
| Websites | |
| NAICS | 52 |
| Keywords | Investments, Financial Planning, Wealth Management |
| Founded | 2017 |
| Employees | 51-100 |
| Socials |
Key Contact at Root Financial
Dan Degheri
Director Of Operations
Root Financial Email Formats
Root Financial uses 5 email formats. The most common is {first name}.{last name} (e.g., john.doe@rootfinancialpartners.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@rootfinancialpartners.com | 67.2% |
{first initial}.{last name} | j.doe@rootfinancial.com | 22.4% |
{first initial}{last name}.{last name} | jdoe.doe@rootfinancial.com | 3.4% |
{first initial}{first initial}.{last name} | jj.doe@rootfinancialpartners.com | 1.7% |
About Root Financial
We help you get the most out of life with your money. If you’re thinking about retirement, you may quickly get overwhelmed with the amount of planning required to do things right. To make matters worse, you’ll soon find there are financial salespeople out there who give cookie-cutter answers about what you should do with your money to make a quick buck. With this prescriptive thinking, you’ll work hard and save—only to find that you’re following advice that isn’t helping you live the life you want. There’s not enough out-of-the-box thinking. This is why we started Root Financial. Our process starts at your roots and is guided by your why so we can craft a plan that’s truly yours. By getting a thorough understanding of who you are, we can plan a course designed especially for your wants and needs. Empathetic advice for real life; it’s what you deserve. Visit our website to start today.
Root Financial revenue & valuation
| Annual revenue | $5,133,300 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $16,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Root Financial has 39 employees across 7 departments.
Departments
Number of employees
Funding Data
Root Financial has never raised funding before.
Root Financial Tech Stack
Discover the technologies and tools that power Root Financial's digital infrastructure, from frameworks to analytics platforms.
Security
Form builders
Analytics
JavaScript libraries
JavaScript libraries
Web servers
Font scripts
JavaScript libraries
Analytics
Programming languages
Cookie compliance
Blogs
South Africa
United Kingdom
Netherlands
Frequently asked questions
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