Summary
Collaborative Wealth
Founded in 2006
Description
Orlando, Florida's #1 choice for Wealth Management & Financial Planning. Independent Financial Advisor & Full Service Investment. CollaborativeWEALTH.
Strengths
- Collaborative Wealth has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Since Collaborative Wealth was founded, the company has grown faster than the industry average
Weaknesses
- Variance of revenue growth is more than the industry average
Annual Revenue
Collaborative Wealth's annual revenue
$5256000
Based on Kona Equity data
-
Revenue per employee
$404308
-
Variance of revenue growth
0.3
-
Annual revenue growth since founding
$292000
-
Revenue growth rate from first known quarter to current
-9.4%
Employee Count
13 employees
-
Employee growth rate from first known quarter to current
-17.2%
Executives
Chad Justice
President & Chief Executive Officer
c**@collaborativewealth.comSandra Stickney
Director, Client Service
s**@collaborativewealth.comThomas Pratt
Wealth Advisor
t**@collaborativewealth.comBracher Brown
Lab Manager
b**@collaborativewealth.comVickie Metcalf
Director of Impressions
v**@collaborativewealth.comLauren Ruston
Director, Client Services
l**@collaborativewealth.comTricia Schwartz
Director, Human Resources
t**@collaborativewealth.comPhone Wealth
President & Chief Executive Officer
p**@collaborativewealth.comBrenton Thai
Wealth Advisor
b**@collaborativewealth.comTia Lawson
Client Service Associate
t**@collaborativewealth.comKathie Drexler
Client Service Associate
k**@collaborativewealth.comSharon Hunt
Transitioning Advisor
s**@collaborativewealth.comMark Finster
Client Service Associate
m**@collaborativewealth.comG 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.
- G2 Income per employee more than industry average.
- 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.
Location
Unlock unlimited leads
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Key Information
- Name: Collaborative Wealth
- Category: Investment management
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52393
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Firmographic data G Score of 5 Founded in 2006 SIC: 62 NAICS: 523 NAICS: 52393 #Investment Banking #Finance
Frequently Asked Questions
Collaborative Wealth's headquarters are located at 972 International Pkwy. Lake Mary, FL 32746.
Collaborative Wealth's official website is collaborativewealth.com
Collaborative Wealth's annual revenue is $5.3 M.
Collaborative Wealth's SIC: 62
Collaborative Wealth's NAICS: 523; 52393.
Collaborative Wealth has 13 employees
Collaborative Wealth is in the industry of Investment management.
