StoneX Wealth Management Revenue

Financial Services • Birmingham, Alabama, United States • 21-50 Employees

StoneX Wealth Management revenue & valuation

Annual revenue	$3,165,535
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$10,200,000
Total funding	No funding

Key Contact at StoneX Wealth Management

Jay Carter

Ceo And President

Company overview

Headquarters	2 Perimeter Park S, Birmingham, Alabama 35243, US
Website	stonex.com
NAICS	52
Keywords	Financial Advisors, Wealth Management, Accessibility, Family Offices, Ria'S, Hybrid Support, A Part Of Stonex - A Global Leader, Multi-Clearing
Employees	21-50
Socials

StoneX Wealth Management Email Formats

StoneX Wealth Management uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@stonex.com), used 96.3% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@stonex.com	96.3%
{first initial}.{last name}	j.doe@stonex.com	3.7%

About StoneX Wealth Management

StoneX Wealth Management is a leading registered investment advisory firm and independent broker-dealer that provides an integrated platform of technology, comprehensive wealth management, and investment services to registered representatives, investment advisor representatives, and registered investment advisors nationwide and throughout Latin America. The firm supports more than 450 independent professionals with best-in-class service and products. StoneX Wealth Management is a wholly owned subsidiary of StoneX Group Inc. (NASDAQ: SNEX) which through its subsidiaries, is a leading provider of execution, risk management, market intelligence, and post-trade services across asset classes and markets around the world. StoneX Wealth Management is a trade name used by StoneX Securities Inc., StoneX Advisors Inc. and Trust Advisory Group, Ltd. Securities products are offered through StoneX Securities Inc., member FINRA/SIPC. Investment advisory services are offered through StoneX Advisors Inc. and Trust Advisory Group, Ltd. Trust Advisory Group is a wholly owned subsidiary of StoneX Advisors Inc. StoneX Securities Inc. and StoneX Advisors Inc. are wholly owned subsidiaries of StoneX Group Inc. (NASDAQ: SNEX). More information about StoneX Group Inc. is available at www.stonex.com

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Senior

Manager

Employees by Department

StoneX Wealth Management has 25 employees across 6 departments.

Departments

Number of employees

Funding Data

StoneX Wealth Management has never raised funding before.

Frequently asked questions

StoneX Wealth Management is located in Birmingham, Alabama, US.

StoneX Wealth Management generates an estimated annual revenue of $3,165,535. This revenue figure reflects the company's market position and business performance in its industry.

StoneX Wealth Management has an estimated valuation of $10,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

StoneX Wealth Management has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at StoneX Wealth Management

Jay Carter

Ceo And President

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