


VALTA Revenue
Financial Services • Charlotte, North Carolina, United States • 1-10 Employees
VALTA revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Key Contact at VALTA
Michela Eye
Director of Marketing
Company overview
| Headquarters | 2810 Coliseum Centre Drive, Suite 110, Charlotte, North Carolina 28217, US |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Comprehensive Financial Planning, Wealth Management, Holistic Financial Planning, Retirement Planning, Life Coaching, Estate Planning, Income Tax Planning, Cash Flow & Budgeting, Values-Based Financial Planning |
| Founded | 1975 |
| Employees | 1-10 |
VALTA Email Formats
VALTA uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@valtainc.co), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@valtainc.co | 66.7% |
{first name}{last name} | johndoe@valtainc.co | 33.3% |
About VALTA
VALTA has been in the financial services industry since 1975, and specializes in helping clients gain absolute clarity about what is most important to them in order to live purposeful lives. Over the years, we have developed a process-driven, values-based comprehensive approach to financial planning and wealth management through collaboration with a team of subject matter experts across all areas of finance. VALTA focuses on helping clients improve their quality of life and achieve greater satisfaction and success by aligning their financial choices with their core values. Our values-based approach is ideal for those who are motivated to implement an inspired, compelling financial strategy in alignment with living a Life of Significance. Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Valta are not affiliated.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
VALTA has never raised funding before.
VALTA Tech Stack
Discover the technologies and tools that power VALTA's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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