Summary
Cypress Private Wealth
Founded in 2008
Description
Cypress Private Wealth is a financial services company that offers extensive wealth management solutions and facilitates investment and financial decision making. They aim to help clients build financial independence and a viable future by seeking sust...
Strengths
- 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
Weaknesses
- Cypress Private Wealth has a very small market share in their industry
- Variance of revenue growth is more than the industry average
Annual Revenue
Cypress Private Wealth's annual revenue
$1044000
Based on Kona Equity data
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Revenue per employee
$174000
-
Variance of revenue growth
0.33
-
Annual revenue growth since founding
$65250
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Revenue growth rate from first known quarter to current
-66.5%
Employee Count
6 employees
-
Employee growth rate from first known quarter to current
-68.8%
Executives
Dominick Ruiz
No Title Available
d**@cypresspw.comCarol York
Senior Vice President and Financial Advisor
c**@cypresspw.comShad Lamm
Partner and Senior Financial Advisor
s**@cypresspw.comTasha Henry
Director, Operations & Marketing
t**@cypresspw.comMichael Mortenson
Executive Vice President & Senior Financial Advisor
m**@cypresspw.comKurt Mortenson
Managing Director and Senior Financial Advisor
k**@cypresspw.comHector Garza
Wealth Advisor
h**@cypresspw.comMark Thatcher
Partner and Senior Financial Advisor
m**@cypresspw.comG 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.
- 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.
Location
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Key Information
- Name: Cypress Private Wealth
- Category: Investment management
- SIC: 62
- NAICS: 523; 52
See similar companies
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By City San Jose Investment management in San Jose Small Investment management in San Jose Mid-size Investment management in San Jose
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By State CA Small companies in CA Investment management in CA Small Investment management in CA Mid-size Investment management in CA
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By Category Investment management Small Investment management Mid-size Investment management G Score of 3
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Firmographic data G Score of 3 Founded in 2008 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Cypress Private Wealth's headquarters are located at 3031 Tisch Way 110 Plz. West San Jose, CA 95128.
Cypress Private Wealth's official website is cypresspw.com
Cypress Private Wealth's annual revenue is $1.0 M.
Cypress Private Wealth's SIC: 62
Cypress Private Wealth's NAICS: 523; 52.
Cypress Private Wealth has 6 employees
Cypress Private Wealth is in the industry of Investment management.
