SpirePoint Private Client Revenue

Financial Services • Vero Beach, Florida, United States • 1-10 Employees

SpirePoint Private Client 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

Key Contact at SpirePoint Private Client

Trent Leyda

Chief Executive Officer | Managing Director

Company overview

Headquarters	3111 Cardinal Dr, Vero Beach, Florida 32963, US
Phone number	+17723161271
Website	spirepointpc.com
NAICS	52
Founded	2023
Employees	1-10
Socials

SpirePoint Private Client Email Formats

SpirePoint Private Client uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@spirepointpc.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@spirepointpc.com	66.7%
{first name}{last name}	johndoe@spirepointpc.com	33.3%

About SpirePoint Private Client

SpirePoint Private Client is a wealth management firm founded by veteran advisors who provide advice, guidance and solutions to successful individuals and families. As a referral-based firm, our clients have entrusted us with their wealth as well as their reputation. We welcome the opportunity to serve the next generation of successful families. We help our clients safeguard and grow their financial assets in order to fulfill lifestyle needs and legacy aspirations. By simplifying complex situations, we empower them to make intelligent and practical decisions. At SpirePoint, we create solutions for an enduring financial future. To learn more about our personalized financial planning, portfolio management, and estate and tax planning services, please contact us on LinkedIn or visit our website, www.spirepointpc.com, for more information. Advisory Services are offered through SpirePoint Private Client LLC a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third-party sources and is believed to be reliable.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

C-Suite

Entry

Employees by Department

SpirePoint Private Client has 3 employees across 3 departments.

Departments

Number of employees

Funding Data

SpirePoint Private Client has never raised funding before.

SpirePoint Private Client Tech Stack

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

Adobe Fonts

Font scripts

Apache HTTP Server

Web servers

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

ScrollMagic

JavaScript libraries

Open Graph

Miscellaneous

HSTS

Security

GSAP

JavaScript frameworks

lit-element

JavaScript libraries

jQuery UI

JavaScript libraries

Google Maps

Maps

Google Analytics

Analytics

Frequently asked questions

SpirePoint Private Client is located in Vero Beach, Florida, US.

You can reach SpirePoint Private Client at +17723161271.

SpirePoint Private Client generates an estimated annual revenue of $684,440. This revenue figure reflects the company's market position and business performance in its industry.

SpirePoint Private Client has an estimated valuation of $2,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

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

Key Contact at SpirePoint Private Client

Trent Leyda

Chief Executive Officer | Managing Director

4.8

40,000 users