Waypoint Financial Partners Revenue

Financial Services • Franklin, Tennessee, United States • 11-20 Employees

Waypoint Financial Partners revenue & valuation

Annual revenue	$15,000,000
Revenue per employee	$1,250,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$48,000,000
Total funding	No funding

Key Contact at Waypoint Financial Partners

Dallas George

President and Managing Partner

Company overview

Headquarters	6840 Carothers Parkway, Suite 100, Franklin, TN 37067, US
Phone number	+12123144600
Website	waypointfinancialpartners.com
NAICS	52
SIC	628
Founded	2017
Employees	11-20
Socials

Waypoint Financial Partners Email Formats

Waypoint Financial Partners uses 2 email formats. The most common is {first initial} (e.g., j@waypointfinancialpartners.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}	j@waypointfinancialpartners.com	66.7%
{first name}	john@waypointfinancialpartners.com	33.3%

About Waypoint Financial Partners

The professionals of Waypoint Financial Partners offer clients broad financial advice to equip them for educated decisions regarding their personal and business financial plans Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. [Retirement Benefits Group is a specialized division of Equitable Advisors, LLC.] [Waypoint Financial Partners, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE-4897531.1 (Exp. 5/25)

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Intern

Manager

Employees by Department

Waypoint Financial Partners has 5 employees across 2 departments.

Departments

Number of employees

Funding Data

Waypoint Financial Partners has never raised funding before.

Waypoint Financial Partners Tech Stack

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

Cloudflare

CDN

Modernizr

JavaScript libraries

Amazon S3

CDN

Amazon Web Services

PaaS

Awesomplete

Search engines

Cloudflare Bot Management

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

FMG Suite

Marketing automation

HSTS

Security

FancyBox

JavaScript libraries

Open Graph

Miscellaneous

Frequently asked questions

Waypoint Financial Partners is located in Franklin, Tennessee, US.

You can reach Waypoint Financial Partners at +12123144600.

Waypoint Financial Partners generates an estimated annual revenue of $15,000,000. This revenue figure reflects the company's market position and business performance in its industry.

Waypoint Financial Partners has an estimated valuation of $48,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Waypoint Financial Partners was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

Waypoint Financial Partners has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Waypoint Financial Partners

Dallas George

President and Managing Partner

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