Stewarded Revenue

Financial Services • 566 N Kimball Ave Suite 110, Southlake, United States • 1-10 Employees

Stewarded 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 Stewarded

Kimberly Brannum

Director of Business Development

Company overview

Headquarters	566 N Kimball Ave Suite 110, Southlake, Tx 76092, US
Website	stewarded.io
NAICS	52
Keywords	Succession Planning, Retirement Strategies, Tax Optimization, Compensation Studies, Customized Plans, Integrated Insurance Solutions, Plan Funding, Church Retirement Solutions, Ministry Financial Solutions, Mission-Focused Financial Services, Nonprofit Benefits, Nonprofit Financial Solutions
Employees	1-10
Socials

Stewarded Email Formats

Stewarded uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@stewarded.io), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@stewarded.io	100%

About Stewarded

At Stewarded, we specialize in providing customized financial solutions for nonprofits and mission-driven organizations, empowering leadership teams to focus on their mission. With a deep understanding of the unique financial challenges faced by these organizations, we offer tailored strategies and support that align with your values and goals. Our Services Include: -Rabbi Trusts -Deferred Compensation -403(b) Planning -Compensation Studies -Healthcare Solutions: -Group Health Insurance -ICHRA (Individual Coverage Health Reimbursement Arrangement): An employer-funded benefit that allows employees to use tax-free funds to purchase individual health insurance plans and get reimbursed for premiums and qualifying medical expenses. -QSEHRA (Qualified Small Employer Health Reimbursement Arrangement): A health benefit program for small employers (fewer than 50 employees) to reimburse employees for individual health insurance premiums and qualified medical expenses, tax-free. -HCP (Healthcare Contribution Plan): Our proprietary healthcare solution designed to address your unique needs. Whether you need assistance with retirement planning, employee benefits, or insurance coverage, we’re here to help. Focus on your mission. We’ll handle the rest. Follow our blog: Stewarded Insights & Innovations @ blog.stewarded.io Securities offered through Lion Street Financial, LLC (LSF) member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisers, LLC (LSA), an investment adviser registered with the SEC. Stewarded. and the above firms are not affiliated. LSF and LSA do not provide tax or legal advice.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Stewarded has never raised funding before.

Frequently asked questions

Stewarded is located in 566 N Kimball Ave Suite 110, Southlake, US.

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

Stewarded 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.

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

Key Contact at Stewarded

Kimberly Brannum

Director of Business Development

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