Summary
KeatsConnelly
Founded in 1990
Description
KeatsConnelly is the largest cross border wealth management firm in North America, specializing in assisting Canadians and Americans in realizing their dreams of a cross border lifestyle. They provide consulting, financial planning, US and Canadian tax...
Strengths
- KeatsConnelly 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 KeatsConnelly was founded, the company has grown faster than the industry average
Weaknesses
- Web traffic rankings are worse than the industry average
Annual Revenue
KeatsConnelly's annual revenue
$5430000
Based on Kona Equity data
-
Revenue per employee
$271500
-
Variance of revenue growth
0.01
-
Annual revenue growth since founding
$159706
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Revenue growth rate from first known quarter to current
-25.1%
Employee Count
20 employees
-
Employee growth rate from first known quarter to current
-31.4%
Executives
Lisa Lyscio
Controller
l**@keatsconnelly.comMarie Sardano
Director, Florida Operations & Cross-Border Financial Planner
m**@keatsconnelly.comMichael Connelly
Director, Technology
m**@keatsconnelly.comTherese Zirkle
Bookkeeper
t**@keatsconnelly.comKaren Smith
Contractor
k**@keatsconnelly.comSophie Proulx
Marketing Coordinator
s**@keatsconnelly.comKen Lew
Cross-Border Investment Analyst
k**@keatsconnelly.comDiane Thomson
Agent
d**@keatsconnelly.comToni Brown
Client Experience & Cross Border Paraplanner Coordinator
t**@keatsconnelly.comBrad Reichert
Cross-Border Financial Planner
b**@keatsconnelly.comTricia Servin
Administrative Assistant
t**@keatsconnelly.comG 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.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
Web Analysis
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Rank
5.18 M
Location
Unlock unlimited leads
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Key Information
- Name: KeatsConnelly
- Category: Financial services
- Industry: Financial Planner
- SIC: 73; 8721
- NAICS: 523910; 523
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Firmographic data G Score of 6 Founded in 1990 SIC: 73 SIC: 8721 NAICS: 523910 NAICS: 523 #Accounting & Accounting Services #Business Services
Frequently Asked Questions
KeatsConnelly's headquarters are located at 3336 N 32nd St, Ste 100 100 Phoenix, AZ 85018.
KeatsConnelly's official website is keatsconnelly.com
KeatsConnelly's annual revenue is $5.4 M.
KeatsConnelly's SIC: 73; 8721
KeatsConnelly's NAICS: 523910; 523.
KeatsConnelly has 20 employees
KeatsConnelly is in the industry of Financial services.
