Watercolor Financial
Financial Services • 
Austin, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 9600 Great Hills Trail 150W, Austin, TX 78759, US |
| Website | |
| NAICS | 52 |
| Keywords | Tax Planning, Retirement Planning, Financial Planning, Investment Management, Charitable Giving |
| Founded | 2020 |
| Employees | 1-10 |
Key Contact at Watercolor Financial
Megan Poore
President and Financial Advisor
Watercolor Financial Email Formats
Watercolor Financial uses 1 email format. The most common is {first initial} (e.g., j@watercolorfinancial.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@watercolorfinancial.com | 100% |
About Watercolor Financial
Watercolor Financial is a seasoned wealth management team located in Austin, Texas. We are a fee-only fiduciary, offering investment advisory services to individuals and families. We partner with you to make smart and informed decisions with your money. Watercolor Financial is an SEC Registered Investment Advisor. Content here does not constitute a solicitation for investment advice, or for the purchase or sale of any security, insurance, or other investment product.
Watercolor Financial revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Watercolor Financial has never raised funding before.
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