Sachetta Revenue
Financial Services • 
Lynnfield, Massachusetts, United States • 51-100 Employees
Sachetta revenue & valuation
| Annual revenue | $30,200,000 |
| Revenue per employee | $581,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $96,700,000 |
| Total funding | No funding |
Key Contacts at Sachetta
Alison Simons
Director Of Strategic Growth
Stephen Sachetta
Founding Director
Michael J. Callahan
Ceo And Founding Member
Norman Raymer
Ceo
Russell Childs
Owner
Norman Raymer
Ceo
Company overview
| Headquarters | 600 Market Street, Suite 684, Lynnfield, MA 01940, US |
| Phone number | +17812334138 |
| Website | |
| NAICS | 52 |
| SIC | 872 |
| Keywords | Risk Management, Tax Planning, Wealth Management, Retirement Planning, Financial Planning, Tax Preparation, Investment Management, Equity Compensation Planning, Estate Planning Coordination, Multigenerational Planning, High-Net-Worth Individuals, Long-Term Client Relationships, Business Owner Planning, Financial Planning For Families, Gen X Financial Planning, Cash Flow & Income Planning, Fee-Only Financial Advice, Holistic Wealth Strategy, Proactive Financial Guidance |
| Founded | 1984 |
| Employees | 51-100 |
| Socials |
Sachetta Email Formats
Sachetta uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@sachetta.com), used 70.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@sachetta.com | 70.8% |
{first name}{last name} | johndoe@sachetta.com | 20.8% |
{f2}{last name} | {f2}doe@sachetta.com | 4.2% |
{last name}{last name} | doedoe@sachetta.com | 4.2% |
About Sachetta
At Sachetta, we help individuals and families bring order, clarity, and confidence to their financial lives—especially during times of transition. We’re a fee-only, fiduciary wealth and tax advisory firm based just north of Boston and serving clients nationwide. Whether you're balancing retirement savings and college costs, caring for aging parents, navigating a business sale, anticipating your own retirement, or are just feeling overwhelmed by the growing complexity of your financial life, we’re here to guide you with thoughtful advice and a clear process. Our advisory team brings together financial planning, investment management, proactive tax strategy, and annual tax-return preparation into one seamless relationship. You won’t be handed off between providers or left wondering who to call. You'll have one team with the full picture, and we’re with you for life's road ahead. Most of our clients have between $1–10 million to invest, but what they share is the desire for a long-term relationship with a responsive team that really knows them. Sachetta: Wealth management without judgment—one team, one plan, built around the life you’re actually living. Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal. Please visit https://sachetta.com/disclaimer for additional important disclosures.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Sachetta has 24 employees across 7 departments.
Departments
Number of employees
Funding Data
Sachetta has never raised funding before.
Sachetta Tech Stack
Discover the technologies and tools that power Sachetta's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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United Arab Emirates
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United Kingdom
Frequently asked questions
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