Roundtree Financial Revenue

Financial Services • Thousand Oaks, California, United States • 1-10 Employees

Roundtree Financial revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at Roundtree Financial

Kendyl Roundtree

Owner

Company overview

Headquarters	4035 E Thousand Oaks Blvd, Suite 260, Westlake Village, California 91362, US
Phone number	+18185874215
Website	roundtreefinancial.com
NAICS	52
SIC	628
Keywords	Comprehensive Financial Planning, College Planning, Retirement Planning, Insurance, Investment Management, Estate Planning Strategies, Business Owner Planning, Wealth Transfers
Founded	1984
Employees	1-10

Roundtree Financial Email Formats

Roundtree Financial uses 1 email format. The most common is {first initial} (e.g., j@roundtreefinancial.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@roundtreefinancial.com	100%

About Roundtree Financial

At Roundtree Financial, we are committed to guiding you towards a more secure and goal-driven financial future. Our comprehensive range of services are designed to help you meet your unique needs, helping to ensure that you can confidently navigate the complexities of your financial journey. With our adept guidance and personalized approach, we're here to support you every step of the way.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Roundtree Financial has never raised funding before.

Roundtree Financial Tech Stack

Discover the technologies and tools that power Roundtree Financial's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Datadog

Analytics

Google Analytics

Analytics

Amazon S3

CDN

Frequently asked questions

Roundtree Financial is located in Thousand Oaks, California, US.

You can reach Roundtree Financial at +18185874215.

Roundtree Financial generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

Roundtree Financial has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Roundtree Financial was founded in 1984, making it 42 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Roundtree Financial

Kendyl Roundtree

Owner

4.8

40,000 users