WestHill Financial Advisors Revenue

Financial Services • San Rafael, California, United States • 11-20 Employees

WestHill Financial Advisors revenue & valuation

Annual revenue	$1,026,660
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,300,000
Total funding	No funding

Key Contact at WestHill Financial Advisors

Meghan Hyland

Principal, Director Of Financial Planning

Company overview

Headquarters	999 5th Ave, Suite 300, San Rafael, California 94901, US
Website	westhillfa.com
NAICS	52
Keywords	Risk Management, Impact Investing, Retirement Planning, Financial Planning, Investment Management
Founded	1994
Employees	11-20

WestHill Financial Advisors Email Formats

WestHill Financial Advisors uses 1 email format. The most common is {first initial} (e.g., j@westhillfa.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@westhillfa.com	100%

About WestHill Financial Advisors

Rooted in small-town values, WestHill’s quest is to deliver a client wealth management experience superior to that of a large institution. Since our inception, client loyalty has fueled WestHill’s organic growth. In 2021 we changed our name from Taddei Ludwig and Associates to WestHill Financial Advisors® to better describe our strategic approach to client financial planning and advice and the collaborative team approach we bring to client relationships. For more than 35 years WestHill Financial Advisors® has helped our clients prepare for the future and live their dreams with world-class financial planning, sound investment advice, and prudent risk management. Our customized approach to providing financial planning and advice is based on gaining a deep understanding of the client’s objectives. By having a thorough knowledge of what’s most important to you, we can help you navigate the complexities of an ever-changing financial landscape. An intelligent plan, well-executed, gives you the freedom to pursue and reach your goals. Please visit our website or give us a call -- we'd love to meet you!

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

WestHill Financial Advisors has 6 employees across 4 departments.

Departments

Number of employees

Funding Data

WestHill Financial Advisors has never raised funding before.

WestHill Financial Advisors Tech Stack

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

Vite

Miscellaneous

reCAPTCHA

Security

Google Tag Manager

Tag managers

Node.js

Programming languages

Caddy

Web servers

Linkedin Insight Tag

Analytics

PWA

Miscellaneous

Google Analytics

Analytics

SvelteKit

UI frameworks

Svelte

JavaScript frameworks

Google Font API

Font scripts

Microsoft 365

Frequently asked questions

WestHill Financial Advisors is located in San Rafael, California, US.

WestHill Financial Advisors generates an estimated annual revenue of $1,026,660. This revenue figure reflects the company's market position and business performance in its industry.

WestHill Financial Advisors has an estimated valuation of $3,300,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

WestHill Financial Advisors was founded in 1994, making it 32 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at WestHill Financial Advisors

Meghan Hyland

Principal, Director Of Financial Planning

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