Summary
Cardinal Point Wealth Management
Founded in 2009
Description
Cardinal Point Wealth Management is a leading provider of Canada U.S. cross border wealth management services to affluent individuals and families. They specialize in personalized investment, tax planning and preparation, financial planning, and cross ...
Strengths
- Cardinal Point Wealth Management has a strong market share in their industry
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Since Cardinal Point Wealth Management was founded, the company has grown faster than the industry average
- Web traffic rankings are better than the industry average
Weaknesses
- Revenue generated per employee is less than the industry average
- Variance of revenue growth is more than the industry average
Annual Revenue
Cardinal Point Wealth Management's annual revenue
$5153000
Based on Kona Equity data
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Revenue per employee
$214708
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Variance of revenue growth
11.25
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Annual revenue growth since founding
$343533
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Revenue growth rate from first known quarter to current
-21.9%
Employee Count
17 employees
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Employee growth rate from first known quarter to current
-27.3%
Executives
G Score - 5
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
- G6 Annual revenue growth since founding is higher than the industry average.
- G7 Website traffic rankings are better than the industry average
Web Analysis
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Rank
2.64 M
Location
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Similar Companies
Key Information
- Name: Cardinal Point Wealth Management
- Category: Investment management
- Industry: Financial Planner
- SIC: 62; 6211
- NAICS: 523; 52393
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Firmographic data G Score of 5 Founded in 2009 SIC: 62 SIC: 6211 NAICS: 523 NAICS: 52393 #Finance #Brokerage #Investment Banking
Frequently Asked Questions
Cardinal Point Wealth Management's headquarters are located at 19200 Von Karman Ave, Ste 618 STE 324A Irvine, CA 92612.
Cardinal Point Wealth Management's official website is cardinalpointwealth.com
Cardinal Point Wealth Management's annual revenue is $5.2 M.
Cardinal Point Wealth Management's SIC: 62; 6211
Cardinal Point Wealth Management's NAICS: 523; 52393.
Cardinal Point Wealth Management has 17 employees
Cardinal Point Wealth Management is in the industry of Investment management.