TouchPoint® Wealth Partners Revenue

Financial Services • Cincinnati, Ohio, United States • 11-20 Employees

TouchPoint® Wealth Partners revenue & valuation

Annual revenue	$1,026,660
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,300,000
Total funding	No funding

Key Contact at TouchPoint® Wealth Partners

Sonya Saskin

President, TouchPoint® Wealth Partners, CFP®, CFS®, CRPC®, AAMS®

Company overview

Headquarters	4605 E Galbraith Rd, Suite 200, Cincinnati, Ohio 45236, US
Phone number	+15138989100
Website	touchpointwealthpartners.com
NAICS	52
SIC	738
Founded	1998
Employees	11-20
Socials

TouchPoint® Wealth Partners Email Formats

TouchPoint® Wealth Partners uses 2 email formats. The most common is {first initial} (e.g., j@touchpointwealthpartners.com), used 77.8% of the time.

Format	Example	Percentage
{first initial}	j@touchpointwealthpartners.com	77.8%
{first name}	john@touchpointwealthpartners.com	22.2%

About TouchPoint® Wealth Partners

We help our clients achieve their dreams for today, tomorrow, and well into the future. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Securities offered through Valmark Securities, Inc. Member FINRA SIPC. Investment Advisory Services offered through Valmark Advisers, Inc a SEC Registered Investment Advisor. Touchpoint Wealth Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Third party posts do not reflect the views of ValMark Securities, Inc., Valmark Advisers, Inc. or Touchpoint Wealth Partners and have not been approved prior to posting. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/endorsements provided may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Partner

Manager

Employees by Department

TouchPoint® Wealth Partners has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

TouchPoint® Wealth Partners has never raised funding before.

TouchPoint® Wealth Partners Tech Stack

Discover the technologies and tools that power TouchPoint® Wealth Partners's digital infrastructure, from frameworks to analytics platforms.

Apache HTTP Server

Web servers

Frequently asked questions

TouchPoint® Wealth Partners is located in Cincinnati, Ohio, US.

You can reach TouchPoint® Wealth Partners at +15138989100.

TouchPoint® Wealth Partners generates an estimated annual revenue of $1,026,660. This revenue figure reflects the company's market position and business performance in its industry.

TouchPoint® Wealth Partners has an estimated valuation of $3,300,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

TouchPoint® Wealth Partners was founded in 1998, making it 28 years old. The company has established itself as a significant player in its industry over this time.

TouchPoint® Wealth Partners has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at TouchPoint® Wealth Partners

Sonya Saskin

President, TouchPoint® Wealth Partners, CFP®, CFS®, CRPC®, AAMS®

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