Solist Wealth Management Revenue

Financial Services • Tampa, Florida, United States • 1-10 Employees

Solist Wealth Management revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contact at Solist Wealth Management

Michael Rosenbach

Founder & Ceo

Company overview

Headquarters	442 W Kennedy Blvd, Ste. 290, Tampa, Florida 33606, US
Website	solistfinancial.com
NAICS	52
Keywords	Financial Services, Private Wealth Management, Asset Protection, Wealth Management, Private Banking, Financial Consulting, Tax Advisory, Lending, Portfolio Management, Investment Management, Estate And Trust
Founded	2023
Employees	1-10

Solist Wealth Management Email Formats

Solist Wealth Management uses 3 email formats. The most common is {first initial} (e.g., j@solistfinancial.com), used 50% of the time.

Format	Example	Percentage
{first initial}	j@solistfinancial.com	50%
{first initial}.{last name}	j.doe@solistfinancial.com	25%
{first name}.{last name}	john.doe@solistfinancial.com	25%

About Solist Wealth Management

Solist Wealth Management is a SEC registered investment advisor boutique. We work with individuals, families and institutions and offer: private banking, multi-custody investment management, tax and estate advisory, family office reporting, governance, and bill pay.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Intern

Employees by Department

Solist Wealth Management has 3 employees across 3 departments.

Departments

Number of employees

Funding Data

Solist Wealth Management has never raised funding before.

Solist Wealth Management Tech Stack

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

reCAPTCHA

Security

Cloudflare Bot Management

Security

Slick

JavaScript libraries

jQuery UI

JavaScript libraries

Elementor

Page builders

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Yoast SEO Premium

SEO

Genesis theme

WordPress themes

jQuery

JavaScript libraries

Redux Framework

WordPress plugins

HTTP/3

Miscellaneous

Frequently asked questions

Solist Wealth Management is located in Tampa, Florida, US.

Solist Wealth Management generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

Solist Wealth Management has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Solist Wealth Management was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Solist Wealth Management

Michael Rosenbach

Founder & Ceo

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