Toucan Financial

Financial Services • Charlotte, North Carolina, United States • 1-10 Employees

Company overview

Headquarters	Charlotte, North Carolina, United States
Phone number	+19809992625
Website	toucan.fi
NAICS	52
Founded	2022
Employees	1-10
Socials

Key Contact at Toucan Financial

Ian Rahilly

Founder & CEO

Toucan Financial Email Formats

Toucan Financial uses 1 email format. The most common is {first initial} (e.g., j@toucan.fi), used 100% of the time.

Format	Example	Percentage
{first initial}	j@toucan.fi	100%

About Toucan Financial

Toucan is a full-service advisor & multi-family office for everyone. More than an indulgence for the ultra-wealthy, a family office provides independent and expert counsel with an emphasis on integrity and transparency. At Toucan, we believe these principles are essential, regardless of the client’s means. Toucan offers impartial, holistic advice at a fraction of the cost of traditional providers, with an emphasis on hospitable, personalized service. Our goal is to become your trusted partner for comprehensive, value-driven financial planning, advice, and investment management. We believe in the value of planning. We charge a fair and fixed annual fee. We invest for the long term. We don’t believe in active management in public markets. We pride ourselves on being accessible, responsive, proactive and hospitable in our engagements with clients.

Toucan 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

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Toucan Financial has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Toucan Financial has never raised funding before.

Toucan Financial Tech Stack

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

Cloudflare

CDN

Google Workspace

Amazon Web Services

PaaS

Elementor

Page builders

Cloudflare Bot Management

Security

MySQL

Databases

HTTP/3

Miscellaneous

PHP

Programming languages

Open Graph

Miscellaneous

WP Rocket

Caching

WordPress

Blogs

RankMath SEO

SEO

Frequently asked questions

Toucan Financial is located in Charlotte, North Carolina, US.

You can reach Toucan Financial at +19809992625.

Toucan Financial was founded in 2022, making it 4 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Toucan Financial

Ian Rahilly

Founder & CEO

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