Valeo Financial Advisors Revenue

Financial Services • Carmel, Indiana, United States • 101-200 Employees

Valeo Financial Advisors revenue & valuation

Annual revenue	$23,500,000
Revenue per employee	$119,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$75,100,000
Total funding	No funding

Key Contacts at Valeo Financial Advisors

Jill Chandler Trudeau

Director, Marketing And Communications

Daniel Keller

Senior Director Of Finance

Robert Hartnett

Director Of Investments - Fixed Income

Martyn Glover

Director Enterprise Architecture

Josh Frazier

Director Of Risk And Compliance

Kacie Nelson

Sr. Director Of Advisor Development

Andrew Tellitocci

Senior Director Of Technology

Jen Brown

Director Of Human Resources

Company overview

Headquarters	10 W Carmel Dr, 400, Carmel, Indiana 46032, US
Phone number	+13175743444
Website	valeofinancial.com
NAICS	52
SIC	628
Founded	2003
Employees	101-200
Socials

Valeo Financial Advisors Email Formats

Valeo Financial Advisors uses 4 email formats. The most common is {first initial}.{last name} (e.g., j.doe@valeofinancial.com), used 72.3% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@valeofinancial.com	72.3%
{first name}.{last name}	john.doe@valeofinancial.com	17%
{first initial}{last name}	jdoe@valeofinancial.com	8.2%
{first name}{last name}	johndoe@valeofinancial.com	1.9%

About Valeo Financial Advisors

Valeo Financial Advisors, LLC 10 W Carmel Drive, Suite 400 Carmel, IN 46032 United States Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. We focus on a client’s entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning. As a result, we strive to provide the peace of mind that only comes from knowing all aspects of your financial life are working well together. All of this for one transparent fee.

Employees by Management Level

Total employees: 101-200

Seniority

Employees

Entry

Manager

Director

Employees by Department

Valeo Financial Advisors has 157 employees across 9 departments.

Departments

Number of employees

Funding Data

Valeo Financial Advisors has never raised funding before.

Valeo Financial Advisors Tech Stack

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

Modernizr

JavaScript libraries

reCAPTCHA

Security

Cloudflare Bot Management

Security

Gravity Forms

Form builders

WP Rocket

Caching

jQuery UI

JavaScript libraries

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

Frequently asked questions

Valeo Financial Advisors is located in Carmel, Indiana, US.

You can reach Valeo Financial Advisors at +13175743444.

Valeo Financial Advisors generates an estimated annual revenue of $23,440,839. This revenue figure reflects the company's market position and business performance in its industry.

Valeo Financial Advisors has an estimated valuation of $75,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Valeo Financial Advisors was founded in 2003, making it 23 years old. The company has established itself as a significant player in its industry over this time.

Valeo Financial Advisors has approximately 101-200 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Valeo Financial Advisors

Jill Chandler Trudeau

Director, Marketing And Communications

Daniel Keller

Senior Director Of Finance

Robert Hartnett

Director Of Investments - Fixed Income

Martyn Glover

Director Enterprise Architecture

Josh Frazier

Director Of Risk And Compliance

Kacie Nelson