SevenOak Private Wealth Revenue

Financial Services • Medicine Hat, Alberta, Canada • 1-10 Employees

SevenOak Private Wealth 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 SevenOak Private Wealth

Tyler Davidson

President, Financial Advisor

Company overview

Headquarters	Suite 4, 660 2nd St SE, Medicine Hat, Alberta T1A0C9, CA
Phone number	+14035290555
Website	sevenoakwealth.com
NAICS	52
SIC	628
Keywords	Tax Planning, Wealth Accumulation, Wealth Protection, Estate Planning
Founded	2015
Employees	1-10

SevenOak Private Wealth Email Formats

SevenOak Private Wealth uses 2 email formats. The most common is {first initial} (e.g., j@sevenoakwealth.com), used 50% of the time.

Format	Example	Percentage
{first initial}	j@sevenoakwealth.com	50%
{first name}	john@sevenoakwealth.com	50%

About SevenOak Private Wealth

Committed to inspiring our clients and empowering them to achieve their dreams, our team at SevenOak Private Wealth will help you to design the life you most want to lead. We'll work to understand your goals, keep you financially informed, and implement a portfolio that's been tailored to your vision of an ideal future. More than just experts in our field, we at SevenOak recognize the important role that we play within our community. We're dedicated to treating clients, strategic partners, and fellow staff with integrity, communicating with them honestly, and upholding a standard of professional transparency. In everything that we do, we aim to improve the lives of those we affect.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

SevenOak Private Wealth has never raised funding before.

SevenOak Private Wealth Tech Stack

Discover the technologies and tools that power SevenOak Private Wealth's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Cloudflare Bot Management

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jQuery

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MySQL

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Contact Form 7

Form builders

HTTP/3

Miscellaneous

PHP

Programming languages

Font Awesome

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Vimeo

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WordPress

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OWL Carousel

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Bootstrap

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Frequently asked questions

SevenOak Private Wealth is located in Medicine Hat, Alberta, CA.

You can reach SevenOak Private Wealth at +14035290555.

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

SevenOak Private Wealth 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.

SevenOak Private Wealth was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

SevenOak Private Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at SevenOak Private Wealth

Tyler Davidson

President, Financial Advisor

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