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USA Financial

USA Financial Revenue

Financial ServicesFlag of USAda, Michigan, United States51-100 Employees

$

USA Financial revenue & valuation

Annual revenue$54,900,000
Revenue per employee$624,000
Estimated valuation?$175,700,000
Total fundingNo funding

Key Contacts at USA Financial

Flag of US

Mark Mersman

Chief Marketing Officer

Company overview

Headquarters6020 E. Fulton St., Ada, MI 49301, US
Phone number+18884440125
Website
NAICS52
SIC628
Keywords
Asset Management, Financial Planning, Investment Management, Insurance Brokerage, Investment Brokerage, Financial Advisor Marketing, Financial Advisor Coaching / Consulting, Financial Advisor Practice Management, Formulaic Investing, Retirement Income Planning
Founded1988
Employees51-100
Socials

USA Financial Email Formats

USA Financial uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@usafinancial.com), used 78.4% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@usafinancial.com
81.1%
{first name}{last name}
johndoe@usafinancial.com
13.5%
{last name}{last name}
doedoe@usafinancial.com
5.4%

About USA Financial

USA Financial Securities Corp., Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. Commenting Guidelines: http://www.usafinancial.com/investors/commenting-guidelines. At USA Financial, we believe that financial advisors and their clients shouldn’t be limited by the constraints of a single-minded financial institution. Since 1988, USA Financial has sought to reshape how advisors and investors approach financial planning and investment management. “Plan First and Invest Second™" is the foundation upon which we were built, and we instill that approach through our education, comprehensive planning, and investment innovation. Over the years, USA Financial has expanded its service offerings. This combination of subsidiaries is synergistically knitted together for the specific purpose of empowering advisors and investors. This includes: USA Financial Securities (Registered investment adviser and FINRA-registered broker-dealer), USA Financial Insurance Services (insurance wholesaler), USA Financial Portformulas® (a registered investment adviser and formulaic trending money manager), USA Financial Media® (technology and multimedia marketing firm), and USA Financial Exchange (turn-key asset management/UMA platform). Each of these companies plays a vital role in the overall value proposition offered by USA Financial to its advisors and clients.

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Manager
Entry
Director

Employees by Department

USA Financial has 35 employees across 12 departments.

Departments

Number of employees

Funding Data

USA Financial has never raised funding before.

USA Financial Tech Stack

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

Cloudflare Bot Management

Cloudflare Bot Management

Security

HubSpot CMS Hub

HubSpot CMS Hub

CMS

Goober

Goober

JavaScript libraries

Hotjar

Hotjar

Analytics

Microsoft 365

Microsoft 365

Email

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

HubSpot Analytics

HubSpot Analytics

Analytics

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

Google Analytics

Google Analytics

Analytics

Bootstrap

Bootstrap

UI frameworks

Frequently asked questions

USA Financial is located in Ada, Michigan, US.
You can reach USA Financial at +18884440125.
USA Financial generates an estimated annual revenue of $54,900,000. This revenue figure reflects the company's market position and business performance in its industry.
USA Financial has an estimated valuation of $175,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
USA Financial was founded in 1988, making it 38 years old. The company has established itself as a significant player in its industry over this time.
USA Financial has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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