Wellspring Foundation Revenue

Financial Services • Sarasota, Florida, United States • 21-50 Employees

Wellspring Foundation revenue & valuation

Annual revenue	$1,967,765
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$6,300,000
Total funding	No funding

Key Contact at Wellspring Foundation

Iman Moosa

Executive Director

Company overview

Headquarters	2639 Fruitville Road Suite 101, Sarasota, Florida 34237, US
Website	wspringw.com
NAICS	52
Employees	21-50

Wellspring Foundation Email Formats

Wellspring Foundation uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@wellspring.org), used 100% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@wellspring.org	100%

About Wellspring Foundation

Building and Preserving Your Legacy Through Careful Planning Wellspring employs a disciplined, systematic planning process that is the cornerstone of our relationship with our clients. We believe that an effective plan provides clear direction, but remains flexible enough to respond to changes in the market and family circumstances. We believe that by working in concert with our clients and tailoring each facet of the portfolio to their individual needs, we can develop a portfolio that will prove successful and viable. The planning process begins with a discussion of your vision – your dreams, hopes, concerns, and challenges. Next, we project cash flows and conduct an intense analysis of your investment portfolios, tax situation, and estate plans in order to uncover disconnects between your objectives and current financial structures. Finally, your dedicated Wellspring team translates your vision into a comprehensive strategy that has the highest probability of meeting your individual objectives. Look to Wellspring to Provide: •Sophisticated Risk Modeled Asset Allocation •Cash Flow / Liquidity Planning •OPAL (Optimal Portfolio Allocation) Overlay •Customized Portfolio Construction •Institutional Offerings •Customized Fixed Income Portfolios •“Invitation Only” Alternative Investments •Customized Aggregation & Performance Reporting

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

Director

Employees by Department

Wellspring Foundation has 14 employees across 5 departments.

Departments

Number of employees

Funding Data

Wellspring Foundation has never raised funding before.

Frequently asked questions

Wellspring Foundation is located in Sarasota, Florida, US.

Wellspring Foundation generates an estimated annual revenue of $1,967,765. This revenue figure reflects the company's market position and business performance in its industry.

Wellspring Foundation has an estimated valuation of $6,300,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Wellspring Foundation has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Wellspring Foundation

Iman Moosa

Executive Director

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