Sage Advisory Revenue

Investment Management • Austin, Texas, United States • 51-100 Employees

Sage Advisory revenue & valuation

Annual revenue	$10,000,000
Revenue per employee	$136,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$32,000,000
Total funding	No funding

Key Contacts at Sage Advisory

Sean Mcshea

Executive Vice President - Director Of Institutional Business Development

Thomas Bourg

Regional Director

Aaron Spatz

Regional Director - West

Courtney Walker

Regional Director - Southeast - Fl, Ga, Al, Pr

Greg Cobb

Director Of Insurance Solutions

Robert Flora

Regional Director, Mid-Atlantic

Jamisen Allen

Regional Director

Jessica Mchugh

Director Of Marketing Communications

Kari Edgar

Director, Client Administration

Company overview

Headquarters	5900 Southwest Pkwy, Austin, Texas 78735, US
Phone number	+15123275530
Website	sageadvisory.com
NAICS	5231
SIC	621
Keywords	Fixed Income Asset Management, Asset / Liability Services, Tactical Etf Strategies, Esg Investing
Founded	1996
Employees	51-100
Socials

Sage Advisory Email Formats

Sage Advisory uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@sageadvisory.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@sageadvisory.com	66.7%
{first name}{last name}	johndoe@sageadvisory.com	22.9%
{first initial}	j@sageadvisory.com	4.2%
{first initial}{first initial}{second initial}{last name}	jjodoe@sageadvisory.com	2.1%
{first initial}{first initial}{last name}	jjdoe@sageadvisory.com	2.1%

About Sage Advisory

Sage is an independent investment management firm headquartered in Austin, Texas, that serves the institutional and private client marketplace with traditional fixed income asset management, responsible investing portfolios, global tactical ETF strategies and liability-driven investment solutions. *Sage does not approve or endorse any third-party communications on this site.

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Vice President

Director

Employees by Department

Sage Advisory has 24 employees across 8 departments.

Departments

Number of employees

Funding Data

Sage Advisory has never raised funding before.

Sage Advisory Tech Stack

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

reCAPTCHA

Security

Gravity Forms

Form builders

jQuery UI

JavaScript libraries

Google Maps

Maps

Microsoft 365

Cloudflare

CDN

Apache HTTP Server

Web servers

Salesforce Marketing Cloud Account Engagement

Marketing automation

Yoast SEO Premium

SEO

jQuery

JavaScript libraries

Apple iCloud Mail

Webmail

PHP

Programming languages

Frequently asked questions

Sage Advisory is located in Austin, Texas, US.

You can reach Sage Advisory at +15123275530.

Sage Advisory generates an estimated annual revenue of $10,000,000. This revenue figure reflects the company's market position and business performance in its industry.

Sage Advisory has an estimated valuation of $32,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Sage Advisory was founded in 1996, making it 30 years old. The company has established itself as a significant player in its industry over this time.

Sage Advisory has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Sage Advisory

Sean Mcshea

Executive Vice President - Director Of Institutional Business Development

Thomas Bourg

Regional Director

Aaron Spatz

Regional Director - West

Courtney Walker

Regional Director - Southeast - Fl, Ga, Al, Pr

Greg Cobb

Director Of Insurance Solutions