Summary

Compass Point Retirement Planning

Founded in 1995

Description

At Compass Point, we aim to help you answer the big and small questions about retirement. We strive to bring confidence to you and your family during the retirement planning process.

Strengths

  • Compass Point Retirement Planning 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
  • Revenue growth is more steady than the industry average
  • Since Compass Point Retirement Planning was founded, the company has grown faster than the industry average
  • Web traffic rankings are better than the industry average

Weaknesses

  • N/A

Annual Revenue

Compass Point Retirement Planning's annual revenue

$5118000

Based on Kona Equity data

  • Revenue per employee

    $223000

  • Variance of revenue growth

    0.15

  • Annual revenue growth since founding

    $189555

  • Revenue growth rate from first known quarter to current

    132.6%

Employee Count

23 employees

  • Employee growth rate from first known quarter to current

    109.1%

Executives

Martin Plecinoga

Owner

m**@cprp.com

Thomas Nee

Co-Founder

t**@cprp.com

Joan Welch

Planning Services, NY Sok Retirement Transition Specialist

j**@cprp.com

Meni Frangias

Client Relations

m**@cprp.com

Kimberly Silverman

Position In Client Services

k**@cprp.com

Michael Labrie

Co-Founder

m**@cprp.com

Lisa Wise

Manager, Finance & Operations

l**@cprp.com

Matthew Dandreo

Branch Manager

m**@cprp.com

Paul Matheson

Position In Client Services

p**@cprp.com

Richard Leblanc

Investment Advisor & Representative

r**@cprp.com

G Score - 7

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.
  • G5 Variance of revenue growth is less 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

  • Rank

    3.13 M

  • Daily time

    5:35

Location

500 Edgewater Dr, Ste 565 
Wakefield, MA  01880

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Key Information

  • Name: Compass Point Retirement Planning
  • Category: Management consulting
  • Industry: Financial Planner
  • SIC: 6211; 621
  • NAICS: 523; 52393
  • Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Compass Point Retirement Planning.

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