Skyward Financial
Financial Services • 
Houston, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 4400 Post Oak Pkwy, Suite 1460, Houston, Texas 77027, US |
| Phone number | +17136847000 |
| Website | |
| NAICS | 52 |
| Founded | 2021 |
| Employees | 1-10 |
| Socials |
Key Contacts at Skyward Financial
Matthew Houston
Managing Partner, Founder
Mike Hamilton
Managing Director
Lisa Marcelli
Managing Director Financial Planning
Jerry Axelrod
Managing Director
Jerry Axelrod
Mgr Director
Skyward Financial Email Formats
Skyward Financial uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@skywardfin.com), used 76.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@skywardfin.com | 76.9% |
{first name}.{last name} | john.doe@skywardfin.com | 23.1% |
About Skyward Financial
As an independent wealth advisory firm, we work closely with select families and individuals who want to simplify their approach to managing their wealth. Whether it’s a patriarch or matriarch, business owner or executive, we offer financial planning and investment management services that work for the client. And, since Skyward Financial is an independent firm, we can leverage industry experts and best-in-class support on our client’s behalf. From the emerging entrepreneur to an established head of family, we strive to provide the best financial planning and investment services possible. In addition, we pride ourselves in the strength of our personal and professional network and proactively connect our clients and connections for their mutual benefit.
Skyward Financial revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Skyward Financial has 5 employees across 4 departments.
Departments
Number of employees
Funding Data
Skyward Financial has never raised funding before.
Skyward Financial Tech Stack
Discover the technologies and tools that power Skyward Financial's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Search engines
Security
Maps
JavaScript libraries
JavaScript libraries
CDN
JavaScript libraries
Marketing automation
Security
Analytics
United Arab Emirates
United Kingdom
Germany
Spain
Finland
BelgiumFrequently asked questions
4.8
40,000 users
