Summary

Compass Retirement

Founded in 2009

Description

Compass Retirement is a local retirement planning team located in Grapevine, Texas. They serve clients in Fort Worth, TX and Dallas, TX. Their mission is to empower their clients by helping them make strategic and informed decisions for confident finan...

Strengths

  • 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

Weaknesses

  • Compass Retirement has a very small market share in their industry
  • Revenue generated per employee is less than the industry average
  • Since Compass Retirement was founded, the company has experienced slower revenue growth than the industry average

Annual Revenue

Compass Retirement's annual revenue

$8281000

Based on Kona Equity data

  • Revenue per employee

    $230027

  • Variance of revenue growth

    0.24

  • Annual revenue growth since founding

    $552066

  • Revenue growth rate from first known quarter to current

    -52.2%

Employee Count

36 employees

  • Employee growth rate from first known quarter to current

    -57.1%

Executives

John Bubello

Certified Financial Planner

j**@compassretirement.com

Ashleigh Joyner

Marketing Coordinator

a**@compassretirement.com

Angela Tvedten

Director, Community Outreach

a**@compassretirement.com

Samantha Rico

Automated Test Script Developer

s**@compassretirement.com

Ricardo Lasevicius

Analista De Infraestrutura Unix

r**@compassretirement.com

Nick Stephens

Client Specialist

n**@compassretirement.com

Mark Hansil

Vice President

m**@compassretirement.com

Scott Winstead

Founder

s**@compassretirement.com

Rob Poynor

Vice President, Marketing

r**@compassretirement.com

Ryan Kingland

Marketing Coordinator

r**@compassretirement.com

Raphaelle Benicio

Full Soa & Osb Developer

r**@compassretirement.com

Marcel Braghini

Software Developer

m**@compassretirement.com

Angela Winstead

Co-Founder

a**@compassretirement.com

Mateus Lodi

Desenvolvedor

m**@compassretirement.com

Josã© Eduardo

Software Engineer

j**@compassretirement.com

Hansen Neges

Environmental Engineer

h**@compassretirement.com

Vinícius Silveira

Manager, Services

v**@compassretirement.com

Gabriela Paduan

Manager, Customer Experience

g**@compassretirement.com

Eduardo Stolfo

Data Engineer

e**@compassretirement.com

Alexandre Machado

Front-End Developer

a**@compassretirement.com

Wanessa Pravatti

User Experience Designer

w**@compassretirement.com

Rudinei Costa

Service Manager

r**@compassretirement.com

Renata Correa

DevOps Engineer

r**@compassretirement.com

G Score - 3

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.

  • 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

Location

1000 Texan Trail Ste. 213 235
Grapevine, TX  76051

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Key Information

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 Retirement.

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Frequently Asked Questions

Where is Compass Retirement located?

Compass Retirement's headquarters are located at 1000 Texan Trail Ste. 213 235 Grapevine, TX  76051.


What is Compass Retirement's official website?

Compass Retirement's official website is compassretirement.com


What is Compass Retirement's revenue?

Compass Retirement's annual revenue is $8.3 M.


How many employees does Compass Retirement's have?

Compass Retirement has 36 employees


What industry does Compass Retirement belong to?

Compass Retirement is in the industry of Investment management.

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