


Valley Peak Financial
Financial Services • Durham, North Carolina, United States • 1-10 Employees
Company overview
| Headquarters | Durham, North Carolina, United States |
| Phone number | +14344093090 |
| Website | |
| NAICS | 52 |
| Keywords | Retirement Planning, Wealth Management, Financial Advisor, College Savings |
| Founded | 2022 |
| Employees | 1-10 |
Key Contact at Valley Peak Financial
Carter Ellis
Founder & CEO
Valley Peak Financial Email Formats
Valley Peak Financial uses 2 email formats. The most common is {first name} (e.g., john@valleypeakfinancial.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@valleypeakfinancial.com | 50% |
{first name}{last name} | johndoe@valleypeakfinancial.com | 50% |
About Valley Peak Financial
We serve households seeking sound financial advice regarding investment allocation, retirement planning, college education funding, charitable giving, and a wide range of other topics. Whether you are just getting started, or looking to finish strong, we can partner with you to walk through the peaks and valleys of life.
Valley Peak 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
Employees by Department
Valley Peak Financial has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Valley Peak Financial has never raised funding before.
Valley Peak Financial Tech Stack
Discover the technologies and tools that power Valley Peak Financial's digital infrastructure, from frameworks to analytics platforms.
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Security
Buy now pay later
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Analytics
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Ecommerce
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Hosting
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Frequently asked questions
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