XML Financial Group Revenue

Financial Services • North Bethesda, Maryland, United States • 21-50 Employees

XML Financial Group revenue & valuation

Annual revenue	$3,638,339
Revenue per employee	$94,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$11,700,000
Total funding	No funding

Key Contacts at XML Financial Group

Caite Stevens

Chief Technology Officer, Chief Information Security Officer

Hannah Myers

Director Of Marketing

Kristian K. Price

Director Of Client Experience

Stephen Clagett

Director Of Branch Operations

Company overview

Headquarters	6901 Rockledge Dr, Suite 730, Bethesda, Maryland 20817, US
Phone number	+13017705234
Website	xmlfg.com
NAICS	52
SIC	628
Keywords	Insurance Planning, Wealth Management, Plan Design, Retirement Planning, Financial Planning, Investment Management, Tax Strategies
Founded	2016
Employees	21-50
Socials

XML Financial Group Email Formats

XML Financial Group uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@xmlfg.com), used 48.3% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@xmlfg.com	51.7%
{first name}{last name}	johndoe@xmlfg.com	41.4%
{second initial}{last name}	odoe@xmlfg.com	3.4%
{last name}{last name}	doedoe@xmlfg.com	3.4%

About XML Financial Group

XML Financial Group (“XML”) is an independent wealth and investment management firm, with an affiliated broker-dealer, XML Securities, member FINRA/SIPC. Our professionals service approximately $4 billion in client assets*. Headquartered in Bethesda, Maryland, XML offers a suite of wealth and investment management services to high-net-worth individuals, businesses and families located across the country with a mission of putting our clients and their financial goals first. For more information about XML, please visit www.xmlfg.com. *Approximate assets serviced by employees includes both investment advisory and brokerage assets.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Senior

Director

Employees by Department

XML Financial Group has 15 employees across 3 departments.

Departments

Number of employees

Funding Data

XML Financial Group has never raised funding before.

XML Financial Group Tech Stack

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

reCAPTCHA

Security

Cloudflare Bot Management

Security

Gravity Forms

Form builders

HubSpot CMS Hub

CMS

Slick

JavaScript libraries

Vimeo

Video players

WP Rocket

Caching

Goober

JavaScript libraries

Swiper

JavaScript libraries

jQuery UI

JavaScript libraries

Animate.css

UI frameworks

jQuery Migrate

JavaScript libraries

Frequently asked questions

XML Financial Group is located in North Bethesda, Maryland, US.

You can reach XML Financial Group at +13017705234.

XML Financial Group generates an estimated annual revenue of $3,638,339. This revenue figure reflects the company's market position and business performance in its industry.

XML Financial Group has an estimated valuation of $11,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

XML Financial Group was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.

XML Financial Group has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at XML Financial Group

Caite Stevens

Chief Technology Officer, Chief Information Security Officer

Hannah Myers

Director Of Marketing

Kristian K. Price

Director Of Client Experience

Stephen Clagett

Director Of Branch Operations

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