Summary
Insight Financial Strategists LLC
Description
Insight Financial Strategists is a boutique financial advisory firm located in the Boston area. We offer a highly individualized and customized service to successful families. Our wealth strategists have decades of experience and work with clients in a...
Strengths
- Insight Financial Strategists LLC 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 Insight Financial Strategists LLC was founded, the company has grown faster than the industry average
- Web traffic rankings are better than the industry average
Weaknesses
- Variance of revenue growth is more than the industry average
Annual Revenue
Insight Financial Strategists LLC's annual revenue
$1270000
Based on Kona Equity data
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Revenue per employee
$317500
-
Variance of revenue growth
0.7
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Annual revenue growth since founding
$130100
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Revenue growth rate from first known quarter to current
-89.7%
Employee Count
4 employees
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Employee growth rate from first known quarter to current
-90.5%
G Score - 6
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.
- G7 Website traffic rankings are better than the industry average
Web Analysis
-
Rank
3.07 M
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Page views per visitor
2.0
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Daily time
-
Location
Unlock unlimited leads
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Key Information
- Name: Insight Financial Strategists LLC
- Category: Investment management
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
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 Insight Financial Strategists LLC.
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Firmographic data G Score of 6 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Where is Insight Financial Strategists LLC located?
Insight Financial Strategists LLC's headquarters are located at 271 Waverley Oaks Rd. Ste. 102 Waltham, MA 02452.
What is Insight Financial Strategists LLC's official website?
Insight Financial Strategists LLC's official website is insightfinancialstrategists.com
What is Insight Financial Strategists LLC's revenue?
Insight Financial Strategists LLC's annual revenue is $1.3 M.
What is Insight Financial Strategists LLC's SIC code?
Insight Financial Strategists LLC's SIC: 62
What is Insight Financial Strategists LLC's NAICS code?
Insight Financial Strategists LLC's NAICS: 523; 52.
How many employees does Insight Financial Strategists LLC's have?
Insight Financial Strategists LLC has 4 employees
What industry does Insight Financial Strategists LLC belong to?
Insight Financial Strategists LLC is in the industry of Investment management.
