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Veratis Advisors

Veratis Advisors Revenue

Financial ServicesFlag of USCary, North Carolina, United States1-10 Employees

$

Veratis Advisors revenue & valuation

Annual revenue$13,400,000
Revenue per employee$1,914,000
Estimated valuation?$42,900,000
Total fundingNo funding

Key Contact at Veratis Advisors

Flag of US

Bryce Kain

Investment Research Director, Partner

Company overview

Headquarters1400 Crescent Green, Suite 110, Cary, NC 27518, US
Phone number+19194608875
Website
NAICS52
Founded2001
Employees1-10
Socials

Veratis Advisors Email Formats

Veratis Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@veratisadvisors.com), used 88.9% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@veratisadvisors.com
88.9%
{last name}{last name}
doedoe@veratisadvisors.com
11.1%

About Veratis Advisors

Veratis Advisors is a forward-thinking boutique firm, specializing in two retirement practice areas - Retirement Plan Consulting and Personal Wealth. Our client-focused culture is evident in everything we do, and our success is measured on a standard of excellence in service and technical knowledge that sets us apart in the industry. Many of our competitors prioritize growth in assets and firm profitability, but we prioritize the factors that make a meaningful impact in the lives of our clients. We could grow faster over the short term by putting business ahead of people, but our firm’s long-term success has been driven by a distinct passion for quality that makes us irreplaceable to our clients.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
Partner
Manager

Employees by Department

Veratis Advisors has 5 employees across 2 departments.

Departments

Number of employees

Funding Data

Veratis Advisors has never raised funding before.

Veratis Advisors Tech Stack

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

SiteGround

SiteGround

Hosting

Jetpack

Jetpack

WordPress plugins

Material Design Lite

Material Design Lite

UI frameworks

Animate.css

Animate.css

UI frameworks

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

jQuery

jQuery

JavaScript libraries

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

Flickity

Flickity

JavaScript libraries

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Frequently asked questions

Veratis Advisors is located in Cary, North Carolina, US.
You can reach Veratis Advisors at +19194608875.
Veratis Advisors generates an estimated annual revenue of $13,395,642. This revenue figure reflects the company's market position and business performance in its industry.
Veratis Advisors has an estimated valuation of $42,900,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Veratis Advisors was founded in 2001, making it 25 years old. The company has established itself as a significant player in its industry over this time.
Veratis Advisors has approximately 1-10 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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