Special Needs Financial Revenue

Financial Services • 20 Wertheim Crt, Unit #17, Canada • 1-10 Employees

Special Needs Financial revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at Special Needs Financial

Michelle Goldstein Zaldin

Co-Founder

Company overview

Headquarters	20 Wertheim Crt, Unit #17, Richmond Hill, Ontario L4B 3A8, CA
Phone number	+14162213553
Website	specialneedsfinancial.ca
NAICS	52
SIC	628
Keywords	Insurance, Financial Planning, Estate Planning, Rdsp
Founded	2014
Employees	1-10
Socials

Special Needs Financial Email Formats

Special Needs Financial uses 1 email format. The most common is {first initial} (e.g., j@specialneedsfinancial.ca), used 100% of the time.

Format	Example	Percentage
{first initial}	j@specialneedsfinancial.ca	100%

About Special Needs Financial

We are focused on providing financial and estate consulting to special needs individuals and their families. The Registered Disability Savings Plan is severely underutilized and often poorly used and maintained. We are looking to change that to ensure that qualified individuals are able to receive the maximum amounts of the $90,000 in government money that is available. We also want to ensure that the financial and estate plan put into place will not negatively affect receiving social assistance and will minimize any tax implications. Mutual funds are offered through Investia Financial Services Inc.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Special Needs Financial has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Special Needs Financial has never raised funding before.

Special Needs Financial Tech Stack

Discover the technologies and tools that power Special Needs Financial's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Gravity Forms

Form builders

jQuery Mobile

Mobile frameworks

lit-element

JavaScript libraries

Google Maps

Maps

PDF.js

Miscellaneous

lit-html

JavaScript libraries

Microsoft 365

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Web servers

jQuery

JavaScript libraries

PHP

Programming languages

Frequently asked questions

Special Needs Financial is located in 20 Wertheim Crt, Unit #17, CA.

You can reach Special Needs Financial at +14162213553.

Special Needs Financial generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

Special Needs Financial has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Special Needs Financial was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.

Special Needs Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Special Needs Financial

Michelle Goldstein Zaldin

Co-Founder

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